“The U.S. economy felt like a balloon in search of a needle” – Part II
by Claudio Grass, Claudio Grass: Interview with Robert Mark: Claudio Grass (CG): In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade? How can one still identify value in a world of subsidized binge borrowing, extreme indebtedness, and stock buybacks? Robert Mark (RM): The […]
Source: https://www.sgtreport.com/2020/09/the-u-s-economy-felt-like-a-balloon-in-search-of-a-needle-part-ii/?utm_source=rss&utm_medium=rss&utm_campaign=the-u-s-economy-felt-like-a-balloon-in-search-of-a-needle-part-ii
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