Interesting read and good to note that this guy is often within the Ball Park in his well levened logic and tie-in's of many moving parts in terms of real Economic Activity.

Now, if only I was a large Investment Firm with offices and or easy access to the Worlds Markets I could act on such general insights to preserve my Capital if not increase it.

That NOT being the general situation for myself, I have adopted a somewhat different overall strategy. My strategy is to seek out the BEST of BREED in the BEST POTENTIAL Sector and Invest accordingly.

Conaequently, here I am!

Got NOT!

Old Joe