Edward Harrison’s Ten Surprises for 2014, Part 1

In 2012, I started off the newsletter with a list of ten surprises for 2012 and I repeated the exercise last year. For me, it is a good exercise to go through to hone my thinking about the economic and investing landscape. And it has been tough to come up with a list over the last two months because I have felt we are at a crossroads in this business cycle. Everyone was bullish as the year began, including me. But that left me uneasy. In the two months since, events have shown me why I was uneas...


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