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Fritz provided very clear views of the various major economic levers that affect our past economic environment. Very intersting (at the end) he clearly states the PREDICTIVE value of this type of macro-economic research has historically been pretty bad + seems to favor a broadly diversified global portfolio akin to the "7/12" approach from a recent webinar. VERY INTERESTING! I can relate as a long-time DFA advisor!
Steve Berman~steve@bermanadvisors.com
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Great insights!
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easy to understand and the data was very helpful
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