I found only three who met my criteria for roughly "getting it right". Jeffrey Gundlach, Ned Davis, and Jim Welsh.
Testimonials
I have been managing money for Private Clients since 1984 and am currently the head of the Private Client Group for a $7B Institutional firm. I voraciously read as much macroeconomic information as possible. ... Among those to which I am most loyal, I find the Macro Tides published by Jim Welsh to be among the best.
- Rick W.
After the 2008 and 2009 crash I looked for sources who had recommended getting out of the market in 2007 and 2008 but who had then turned bullish in February or March of 2009. ... After my extensive research (I spent well over 150 hours retrieving and reading available publications) I found only three who met my criteria for roughly “getting it right”. Jeffrey Gundlach, Ned Davis, and Jim Welsh.
- Dave B., Independent advisor Large National Wealth Management Firm
As independent advisors with a large national broker dealer, we have known and worked with Jim for the better part of the last decade. His knowledge and agnostic approach to markets and economies is without question an asset that we have grown to depend on.
- Bill Z., Advisory group with a Large National Wealth Management Firm