When economies decline, companies make less profits and people lose their jobs. If this continues, voters voice their displeasure by electing new governments. In Europe today, winds of political change are blowing across the entire continent. What makes this unique and important, is that political change has shifted momentum away from the traditional parties and towards new parties with much different views.
As always, we’d be pleased to speak with anyone about our investment views. We also encourage our readers to share our global market outlook with those who they think may find it of interest.