Scary Experience
I just heard an unnamed forecaster/economist speak who articulated an investment outlook very similar to mine. Although there were some notable differences, in aggregate you might assume one of us was simply restating the other person's views (I know my opinions are widely read - jk). What is so scary is that I tend to think this person is a great contrary indicator. If not contrary then at least reflective of what already is priced in. So either the stopped clock happens to be right or I need to rethink some things.

2 Comments:
You talked to Toppe? I kid, I kid.
nice.
Cant get him on the phone anymore. His advice is in too much demand these days...
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