On our monthly conference call this week, we talked a lot about key levels in the most important asset classes in the world.
As promised, here’s a run down of the 20 items on our checklist. I promise you the world is not ending if there are an overwhelming amount of yeses on this list.
Let’s use this as a risk management gauge. I think this will help us answer the question of, How defensive should we be?
We made a spreadsheet internally for this and we’ll send you regular updates and keep discussing this list as new data comes in.