Report Detail Summary


March 12, 2019

Our forecast paints the following picture for the coming 12 months: an inflation rate in the 1.85% to 2% range and a 2.5% to 2.75% growth of economic activity that throughout 2019. Our valuation model suggests a mid-single digit equity appreciation for the next 12 months.

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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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