The most important note on the market written in the last 12 months, if not longer (and for those forward looking - the most important note written about the next 5 years plus):
http://www.gluskinsheff.com/Assets/Documents/Musings%20and%20Special%20Reports/Special%20Report%20-%20From%20Inflation%20to%20Deflation%20And%20Back%20-%20August%2014-2013.pdf
And 11 core snapshots from the ppt:
A must-read stuff!
http://www.gluskinsheff.com/Assets/Documents/Musings%20and%20Special%20Reports/Special%20Report%20-%20From%20Inflation%20to%20Deflation%20And%20Back%20-%20August%2014-2013.pdf
And 11 core snapshots from the ppt:
A must-read stuff!
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