A sobbering discussion very much worth your time. Zulauf is a regular on Barron's Round Table participant. Bottom line: inflationary depression, in which no one will escape unscathed.
WARNING: Not for the faint of heart.
http://mcalvanyweeklycommentary.com/07-06/
ZULAUF ASSET MANAGEMENT AG was founded in 1990 and is fully owned by Felix W. Zulauf as an independent investment manager seeking absolute return. The firm manages a global fund seeking absolute return in a conservative way and invests worldwide in liquid assets only.
WARNING: Not for the faint of heart.
http://mcalvanyweeklycommentary.com/07-06/
ZULAUF ASSET MANAGEMENT AG was founded in 1990 and is fully owned by Felix W. Zulauf as an independent investment manager seeking absolute return. The firm manages a global fund seeking absolute return in a conservative way and invests worldwide in liquid assets only.