Money Flows and Secular Stagnation, Does it Matter?
By Steve Godwin.
This presentation combines two (decades) long term trends into one assessment of stock market risk. Money has been leaving the U.S. markets for almost a quarter century. Even more disconcerting is the even longer term trend of a slowing U.S. economy. These two trends could be at an inflection point. Which 'fork in the road' these forces take may have huge ramifications for the future stock marked investor.
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