Report Detail Summary

Interpreting Economic Data: Consistency and Coherence

June 22, 2018

Channeling Stephen Hawking, most people strive to develop a "Theory of Everything" that forces us to incorporate and attempt to integrate the different explanations into a general framework that we can use to analyze events. This may be particularly important when there is a disruptor in the White House, who is somewhat unpredictable and takes unorthodox policies that appear to be inconsistent in the context of traditional points of views.

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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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