It is crucial that investors understand that it is time to choose between 2 different economic narratives, which are very well described here:
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As investors consider this, it might help to realize that, for the fifth year in a row, JP Morgan has just been forced to shift from Narrative A to reality Narrative B in 2014:
link to article
JP Morgan is now forecasting 1.4% US growth in 2014 from 2.8%. US growth in 2014 is now forecast to be the weakest since 2009.

The Unbeatable Investment Management Combination
Conventional asset management isn’t just underperforming. It has structural failures that most investors have never examined. Compounding is the real engine of wealth, and optimal compounding requires proactive processes to

