The book is informative and John Maudlin offers a comprehensive lookat ways to invest in a Secular Bear Market. He runs thoroughly thruwhat has happened historically in the markets and compares toour current situation which he refers to as a Muddle Through Economyor currently a Muddle Through Decade.In many of the chapters, he collaborates with others who he feelsis an expert in a particular area. Generally, I think this book isdirected to money managers not individual investors.John is not a money manager. He connects accredited investors($1,000,000 net worth or $200,000/year income) interested inhis ideas to the firms he has a relationship with and then theyshare any income generated.He offers a lot of good sources throughout the book. He recommendsgold and hedgefunds. He stresses being in Value stocks and tobe in investments where the market is going not where the markethas been. He also recommends being diversified. He suggests waitingon Bonds in a few years but recommends them nonetheless. He suggestsfinding a bond manager with reasonable few structure. Getting a bookon bonds, not just a paragraph mentioned in an investment book, is theway to learn.John Maudlin enjoys doing what he does best reading other newslettersand writing his own weekly newsletter that has currently has a readership of 1,500,000 subscribers. You can sign up for hisnewsletter at http://www.2000wave.com/gateway.htm andhave his newsletter delivered to you e-mail box.Kmote
I thought the book was great. I've been a long time reader of his newsletter and have gotten into the habit of redlining many of his posts. I've pulled all of my money out of the market, but still keep a keen eye on what's happening. I may not reinvest for years to come.ZenThailand.
I've read the book. I found it to be well researched and thought provoking. Whether his prediction of a long term secular bear is correct or not we will have to wait and see. However properly assessing value plays in a bear market has worked in the past (it worked from 2000-2003 also) so I no reason to be "out of the market" if actively managing a portfolio. On the other hand, if most of your money is tied up in index funds, being out of the market may be the best idea.
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