Comments
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AGGood call on China and global debt. Horrible on Emerging Markets and Commodities. I challenge the notion M1 gives you any insight. M1 growth hit zero in 2005, peaked April'09 and Oct'11.
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SJHappy to listen to more of Simon White. Analysis with method gives confident opinion. Again the confluence of opinion adds strength to the global warning bells. Excellent again.
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WEEnjoyed the last half better than first half; agree that first half could have used some graphics.
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AAWould have been good if the framework and some of the comments were supported with charts of the leading economic indicators; mentions yield curve steepening??when and where??
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DSAgree with the positive comments, but my idea for a really simple approach is the 17-year Kondratieff winter, postponed from 2001 to 2008. Buy gold. Maybe. (Grin)
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PDHmm...the voice in video stopped at 15:15...Anyone else have a similar issue with this video. Checked my system settings all seems fine.
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SBSome good ideas and insights, esp on hallmarks of market tops and repeating the mistakes of '08. Is the yield curve really steepening!?
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MMMethodological part was excellent. Interesting framework to say the least. For the charts and evidence delving into the blog section of the VP site might be a good place to start.
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GTshame he didn't back up his arguments with some of his charts and show us the evidence, even historical calls that his firm made. some sweeping statements, not sure, but the China call was timely
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PHMethodical, analytical and excellent