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October 2011
The Retired Investor
The IMF's Gloomy Outlook
Valuation Analyses for Ten Asset Classes
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September 2011
The Retired Investor
The Gordian Macro Knot and Its Implications for Future Asset Class Returns- Insufficient Aggregate Demand
- Excessive Debt
- Deflationary Pressure
- Growing Political Legitimacy Crisis
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January 2011
The Retired Investor
Emotional Regulation, Resilience, Intuition, and Investment Decision Making -
December 2010
The Retired Investor
Five Year Economic Scenarios and Their Implications for Asset Class Returns -
November 2010
The Retired Investor
Active versus Passive Investing: A Synthesis of Recent Research
Personality, Risk Tolerance, and Adaptation to Loss -
September 2010
The Retired Investor
The Growing Crisis of Political Legitimacy -
August 2010
The Retired Investor
The Risk of Deflation and Its Impact on Asset Class Returns -
July 2010
The Retired Investor
Understanding and Predicting Uncertainty Shocks, Part 2 -
June 2010
The Retired Investor
Understanding and Predicting Uncertainty Shocks, Part 1 -
May 2010
The Retired Investor
The Critical Challenges Posed by Excessive Debt Levels and Declining Political Legitimacy -
April 2010
The Retired Investor
What Lies Ahead for China? -
March 2010
The Retired Investor
Economic Situation Awareness: Do We Still "Have the Bubble?" -
February 2010
The Retired Investor
We believe we have recently passed a number of potentially important tipping points, involving recognition of the true nature of the predicament we face, the ability of Western societies and governments to meet the challenges that lie ahead, and the likely future behavior of China and Iran. Unfortunately, none of this bodes well for what's coming. -
January 2010
The Retired Investor
What's the Proper Role of Gold in a Portfolio?
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