2007_09_30 — “Several conditions have emerged from the market turmoil”

Several conditions have emerged from the market turmoil

Several conditions have emerged from the recent market turmoil: tighter credit, deflating real estate, monetary reflation, and a weak dollar. The strong themes emerging from these circumstances are: A) We are probably past the worst and won’t face recession; and B) We will see higher equity markets, stronger export growth and increased commodity prices.

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Michael Ashley Schulman

Michael Ashley Schulman

123 Followers

Avid traveler and art fan, also Partner & Chief Investment Officer @Running Point Capital, a multifamily office and ultra high-net-worth money-management firm