Link: Hoisington Insight

By on Jan 17, 2012

I read Hoisington every quarter. They are institutional US Treasury bond traders, so they tend to be very conservative on equities. Like anything you read, you have to appreciate the bias, but they are full of insight.

Their “Economic Overview“ page contains links to all of their quarterly perspectives. Worth reading the last two of them.

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Updated Jan 23, 2012 by Brendan Ross