Investor77

thx, I just fast read it...I'm already pretty sure that this excessive monetary polices are going to have some big impact on the long term....just timing is difficult and I prefer productive assets or cash... I have to study some companies first...then I will re-read that article slowly.... At the moment I have the most interesting reads in Yacktman sons....it is about 80% how I think at the moment...I suggest to have a look at their interview and articles...

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  • thx,

    I just fast read it...I'm already pretty sure that this excessive monetary polices are going to have some big impact on the long term....just timing is difficult and I prefer productive assets or cash...

    I have to study some companies first...then I will re-read that article slowly....

    At the moment I have the most interesting reads in Yacktman sons....it is about 80% how I think at the moment...I suggest to have a look at their interview and articles...

    September 2016
  • David
    Hi Investor77,

    Thanks for the link to the transcript, it's awesome :)

    I'm not sure whether you read the report I mentioned in the inflation thread;

    http://www.incrementum.li/wp-content/uploads/2016/06/In_Gold_we_Trust_2016-Extended_Version.pdf


    Even if you have no intention of investing in precious metals I would strongly advise you to read the report anyway. The macro-economic analysis is excellent and their critque of the ongoing blunders of the central planners is right on point.

    Regards,

    Anaximander
    September 2016