Topics covered: Traditional valuation analysis, Topdown analysis, The dominance of fear in the marketplace, Tactical Asset Allocation, Short-term tactical asset allocation, Periods of higher volatility, Organic growth, Ongoing data on real wages and real consumer spending, Mutual fund flow analysis, Long term strategic asset allocation, Long term investment horizon, High risks of recession, Fundamental opportunities in stocks and bonds, Contrary-to-the-herd investment approach
