Franklin Templeton’s Mark Mobius sees central bank balance sheet expansion as saving the global economy from recession in 2013.
http://youtu.be/4f3Rl6aBQmc
Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He co-founded Incredible Charts and writes the popular Trading Diary and Patient Investor newsletters.
Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.
Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.
He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.
Never ceases to amaze. The investment industry never sees anything but bright sun ahead. Somebody once said the race is not always to the strong and fast, but that’s the way to bet. He is a smart man but I’m betting Mobius is wrong on this one. Europe, China, Australia, US. See any strength? A global recession is inevitable next year.