If this adds a useful perspective

The NINE Horsemen of 2017

A longish report this morning.

And update on our Trading Model.

A number of possible resolutions to the present decline.

And a discussion of how 2017 is when we will have to work out how our financial world must face up to the problem of “Lifetimes piling up.”

Along the way, we’ll sort out whether the Talking Heads are right to be worried.  Or maybe we really are in Dire Straits.

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