Long-term Global Outlook for financial markets, courtesy Minyanville

These are lengthy pieces that consider many metrics , use many different pieces of data and blend a professional money manager’s interpretation with academic finance research results. Lots of graphs, charts and recommendations. Nicely done. Definitely worth a read.

  1. Commodities, 1-25-10
  2. Currencies, 1-26-10
  3. Macro-economics, 1-27-10
  4. Equities, 1-28-10
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