Julius and David have spent the last several years critiquing global economic theatre in private. We started this blog to let the public listen in on our conversations. Julius is a professional in the financial services industry. David is a Research Associate at the Harvard Business School. More information about David is available on his web site.
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came across your blog for the first time today and am very favorably impressed. hope you start blogging on a daily basis. that said, do you have any recommendations as to how to wisely maintain purchasing power in the future, give the backdrop of cascading currency crises, cascading sovereign defaults, rising taxes/real rates of interest, and geopolitical conflict? are pm’s a viable answer? farmland in asia?
thanks in advance!
KF
KF,
Thanks for your kind words. We hope to blog more frequently as time permits!
I’m not qualified to provide investment advice, but obviously I’m skeptical of assets that depend on the China bubble. I also think that Japan has stronger fundamentals than most observers seem to believe, though that may not necessarily translate into better equity returns.
Regards,
David