John Burns Speaking at SIC 2019
The third day of SIC 2019 featured a magnificent presentation from Grant Williams covering his bearish views of the Australian housing market and the Aussie economy at-large, the bearish macro views of Felix Zulauf, geopolitical opinions from George Friedman, a focus on (housing) demographics from a panel of real estate experts and (political) demographics from the incomparable Neil Howe, and much more. Key themes: long bonds (both domestic and in the CANZ countries), bearish commodities and emerging market currencies, bullish US real estate.
3 Investment Opps:
Barry Habib (MBS Highway)
Outlook for 2020:
George Friedman (also on panel)
Upward mobility, which is built into the American system, is frozen.
3 issues that are salient in the minds of the public: