Well, it’s summertime and I hope that the living is easy for all of you. I write to share some general insights and to give thanks to friends who have aided our research and understanding of markets, economies and companies.
TRENDS
As you all know, we are global investors who look for major trends that are forming, or have formed and are in the process of manifesting. From these, we select areas for investing. A big part of this is to select the industries that will benefit from the trends that we see developing. We look for global economic, . . .
Continue Reading: DISCUSSION OF MACRO ECONOMIC TRENDS
