MARKET TIMING SINCE 1969

September 16, 2016

GSCGI lunch, 16th September 2016 presentation

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September 6, 2016

Introduction
When we first presented our reflation scenario back in mid-April of this year, doomsayers were still very much predominant. At the time, US equity markets and Oil were still in the early stages of their rebounds, China was still a major concern, and Janet Yellen was justifying a slower path of interest rate increases based on global economic...

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