By Stephen Blumenthal, CEO, CMG Capital Management Group.
In the current On My Radar I share my top-line notes from the 12th Annual Strategic Investment Conference, presented by John Mauldin and Altegris last week. Maybe one of the speakers, David Rosenberg is right. His presentation was titled “The Rodney Dangerfield Expansion – the economy just can’t get any respect.” There were various views, but what is clear is that traditional return potential is low.
For a quant geek like me, these few days are like sipping research data from a fire hose. Hope you find my notes from day one helpful in your work with your clients.
For the full story see On My Radar: “The Rodney Dangerfield Expansion.”