Charlie Morris – Fleet Street Letter (Great Britain) –
In this issue, I will look back at 2016 and discuss the outlook for 2017. But before we get to that, and because it’s Christmas, I have decided to spill the beans. When I was asked to speak at the MoneyWeek Conference in the autumn, I scrambled for an idea that would wow the audience in the short slot that I was allotted. I decided to discuss the Money Map – or at least, that is what my publisher named it.
It describes the behaviour of different assets under different monetary regimes. That begs the question, why haven’t I mentioned it in The Fleet Street Letter until now? Readers have been sending me questions about it, and it is high time I gave them answers. It’s hard to explain in print, and much easier to explain while waving your arms on a stage. But above all, I fear that this piece will lead to more questions than answers. I’ll do my best.