If you check out my bi-annual outlook, there are sections named “Keeping an Eye Out”, which are signals that my thesis is coming to fruition or I’m full of hot air. Below I cover some sectors of my outlook. View full article »
Tag Archive: Q1 2011
There was lots of news flow this week. Here are some links from my tumblrlog (Rational Capitalist Spectulator).
Keep an eye on those German elections!
Inflation in emerging markets still high.
What impact do oil prices have on Global GDP?
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If you check out my bi-annual outlook, there are sections named “Keeping an Eye Out”, which are signals that my thesis is coming to fruition or I’m full of hot air. Below I cover some sectors of my outlook. View full article »


