Deflation Coming, Cash And Counter Cyclicals Are King

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 . . .

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