Deflation Coming, Cash And Counter Cyclicals Are KingVW Staff
GaveKal Capital thinks there's a storm brewing in the US economy, and investors are going to feel the brunt of the damage if they don't get their portfolios right. The research firm sees evidence of a powerful deflationary shock ahead, and implants one major message: in the coming environment investors want their money in cash and counter cyclicals.
The above chart shows the likelihood of investors based in US Dollars outperforming the currency in . . .
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.