[ricksplat]

Except this guy is a known and reputable expert in economics. He's worth listening to unless you fear he may be shorting his readership (joking).

[VodkaHaze]

Nitpicking: he's an asset allocation/market expert, not an economics expert. His PhD is in finance, not economics. There's a significant difference.

[ricksplat]

Significant perhaps in the statistical sense. The domain is the same. I believe he is also a professor of mathematics. He has some eminence in this area in any case.