James Rickards : 効率的市場仮説は誤り。イギリスの EU 離脱を 3月の時点で予言した

抜粋:

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At Intelligence Triggers, we don’t believe that markets are efficient or that forecasting is impossible. Quite the opposite. Our proprietary models allow us to make long-run and intermediate-run forecasts that give you time to profit ahead of the crowd.

Wall Street will tell you that you cannot foresee shocks and you cannot “beat the market.” Don’t believe it. While most market participants were shocked at the Brexit vote, we saw it coming a mile away using our proprietary models.
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On March 2, 2016, almost four full months before the Brexit vote, I gave an interview to Bloomberg TV in which I predicted that “Leave” would win and recommended that investors short sterling, buy gold, and buy U.S. Treasury notes. All of those trades have been huge winners.
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ソース:http://dailyreckoning.com/beyond-brexit-earthquakes-way/



おまけ:

・Gold についても次のように述べている。

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The slump in gold and gold related stocks from 2011 to 2015 is no mystery. It had to do with the Fed’s tightening policies and strong dollar policies after the dollar hit an all-time low in August 2011.

Now that the Fed is pursuing a dovish weak-dollar policy, gold is poised to go much higher.
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(2016-07-04)
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