Rethinking Synthetic Growth (1)

We focus this morning on our methods of thinking about odd topics like synthetic growth of the economy.  This is part one of two; in this we outline the approach to model future investment opportunities.  The, Saturday, we will “populate the model” and use it as a ‘future-scope.’

In this morning’s ChartPack, we will blast away on an old Johnny Cash song )”I walk the line”) as we patiently wait for a decisive break in the market.  Perhaps after today’s Fed announcement?

First, to the headlines and bean…

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