and if you want fundamental analysis, start at immigration. If these things come true, massive chunk out of GDP
Conversation
and then follow it up with all these anti-neocon trade wars. TPP would have excellent for GDP, just not the common man
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the other simple idea mentioned by Klarman (quoted in WSJ today) is: things will take longer and be more complex.
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where the assymetry is most compelling remains of course Europe, where the political vulnerability is most extreme.
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link to the klarman piece? I saw the NYT thing on him but not the WSJ thing


