Over My Shoulder

David Kotok: “Peacetime-Wartime; Inflation-Deflation; the Trump Era Begins”

By John Mauldin

November 18, 2016

This is a piece from my friend David Kotok who is commenting on some work by Gary Shilling on the inflation/deflation debate.

Download - 161117_Kotok.pdf

Over My Shoulder is not an offering for any investment. It represents only the opinions of John Mauldin. Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest. You are advised to discuss with your financial advisers your investment options and whether any investment is suitable for your specific needs prior to making any investments. John Mauldin is the Chairman of Mauldin Economics, LLC who publishes Over My Shoulder. He also is the President of Mauldin Solutions, LLC which is an investment advisory firm designated to the SEC, President and registered principal of Mauldin Securities, LLC, member FINRA, SIPC. Mauldin Securities, LLC is also a Commodity Trading Advisor (CTA) registered with the CFTC, as well as an Introducing Broker (IB) and NFA Member.