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Investing based on macro-economic trends.


To clarify.

You could have (for example).

Chinese growth will continue. China will fall into a large recession. America will have high-inflation. America will have deflation.

Then as evidence you could take demographic data. Monetary policy decisions that are taken in the past & their reasoning...

I might have to do this.


Be sure that when you do, you choose hypotheses that are mutually exclusive: only one of them should be correct. http://competinghypotheses.org/docs/ACH,_Step_By_Step http://competinghypotheses.org/docs/User_manual#Hypotheses




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