Modern Portfolio Theory

Synchronicity

Read the full article: http://blog.ockhamresearch.com/

Investors are confronting what appears to be a synchronous global bear market which has left virtually no asset class unscathed. While such a situation stokes worries about deflation--an economic phenomenon generally associated with depressions--we believe that U.S. large cap stocks will benefit in the years ahead from this situation.

Vested Interest: 
GE
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