US fund managers Comstock Partners reported a 50+% gain on their flagship Capital Value Fund in 2008. The logic behind their out- performance is summarised in the chart, which depicts their belief that we are now in a global cycle of deflation. Their
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Read the complete post at http://www.icis.com/blogs/chemicals-and-the-economy/2009/02/the-cycle-of-deflation.html
Posted
28 Feb 2009 16:36
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Chemicals & The Economy