Is a deflationary collapse coming? Charles Nenner thinks so. But the good news is he thinks the next secular bull market will begin in 2020. He thinks investors should be in cash right now because there is nowhere to invest. Bonds aren't safe either because of credit and interest rate risk. Watch the CNBC clip below. I think this is the reason why short-term bond funds are in demand right now.
A few months ago, Charles Nenner warned that a six year crisis was coming in an interview with USA Watchdog, which is currently the most popular post on Distressed Volatility. Hedge fund managers Ray Dalio and David Tepper both believe that the Fed and ECB must act appropriately to contain deflation risks (videos).
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Thursday, October 2, 2014
Charles Nenner: The Big Problem Is Deflation And Investors Aren't Ready For It
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