Published 05-21-15
43 Minute Video
Connected in Strange Ways?
John reviews the key messages in his latest 5 reports:
Growth
- Currency War Collateral Damage: China Stops Growing, Starts Easing
- US Nearing a Recession, Dollar Falling Hard
Momentum
- Canaries In The Coal Mine, Part 1: Tech High-Flyers Fall To Earth
Sentiment
- The End is Near, Part 3: Corporations are the Ultimate Dumb Money
- The End Is Near, Part 4: Peak Trophy Asset Inflation
Interpreting The Signals
Based on these reports, Gord & John then consider what underlying trends are at work and what it means going forward.
