Must read: Hoisington Q2 2018 Review and Outlook

Hoisington Management’s latest Q2 2018 Review and Outlook is now available here.

For those trying to anticipate cyclical and secular forces moving the world economy and markets today, this is a must read.  Succinct prose with 6 charts that speak volumes.  In a massively indebted world, largely in US dollars, understanding dollar liquidity is critical.

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