https://www.zerohedge.com/news/2018-12-22/david-collums-2018-year-review-year-everything-changed
https://s3.amazonaws.com/cm-us-standard/documents/2018-Year-In-Review-PeakProsperity-Final.pdf
I keep trying to read this beast, but it is huge. I can't find a coherent theme. This is the best I can glean out of it: "If equity markets regress to the mean while the 38-year-old bond bull market turns into a bear, we will witness some serious wealth destruction."
It is very interesting, but could use an editor. Anyways I would be well-worth taking a few hours to read it.
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