Report Detail Summary

Around the World in 90 Days: Part II

December 29, 2017

Our conclusion is simple. We believe that the global economy will experience a period of disintegration, as opposed to what we called globalization or full integration such as what the EU attempted to achieve. This is important for global investors.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.

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