Over My Shoulder

Niels Jensen: “The New Normal, Mk. II”

October 6, 2016

This is a very thoughtful piece from my friend Niels Jensen on the problems of measuring GDP and how the methods we now us to measure GDP may actually understate the growth of the economy. I agree. Not a very long piece but one that should make us think about how the world is changing and how our measurement tools need to be changing nearly as fast.

Download - 32561846124341_The_Absolute_Return_Letter_1016.pdf