There are dozens upon dozens of 2020 outlook pieces piled up on my digital desktop.
It's the same story every November/December. I create what I suppose is an ingenious system of inbox folders, designed to sort the deluge, but my Gmail skills prove lacking. Overlap is endemic and the clutter of folders ends up being more confusing than if I'd just let everything come to "Primary".
I try opening things in separate tabs, but that bogs down my browser's performance. In the end, I download the .pdfs and pile them up on the desktop. Some will be read. Many won't.
On Sunday, I finally got around to perusing a thematic investing piece from BofA called "Transforming World: The 2020s". It's fun. And it's entertaining. And it's chock-full of "loud" visuals (the misnomer is purposeful) like this one:
One of the themes discussed is, not surprisingly, deglobalization. This is taken up and considered rather briefly in a section penned by the bank's Michael Hartnett (along with Jared Woodard and Tommy Ricketts).
Hartnett, regular readers will note, conducts the bank's popular Global Fund Manager survey and writes a weekly note called "Flow Show" that includes updates on the "Bull &
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