Wednesday, October 21, 2009

Hoisington 3rd quarter review and outlook

Van R. Hoisington and Lacy H. Hunt, Ph.D. of the Hoisington Investment Management Company have published their 3rd quarter review and outlook.

The major theme is deflation, followed by more deflation.

They make persuasive arguments of what is to come following our enormous housing bubble bust, and address the current dollar weakness.

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