“optimistic global outlook”

This week I have more complimentary research from Jawad Mian for your review. You can access it by clicking here.

In one PDF, you can read Jawad’s May issue of Stray Reflections as well as a research track record summarizing his macro investment calls from past issues, beginning with the February 2014 letter.

In the May issue, you’ll see how Jawad’s optimistic global outlook is driving his investing decisions. Jawad’s view is closely aligned with my friend Anatole Kaletsky of GaveKal, who points out that post-2008 hasn’t looked all that different, globally, than pre-2008.

The research track record is a recap of Jawad’s month-by-month major themes and a description of how each theme played out over time. This is probably the best way for you to quickly evaluate how Jawad has performed in the global markets.

Access both the May issue of Stray Reflections and the research track record by clicking here.

John Mauldin
Chairman