Dear Reader, I’m in Grand Lake Stream, Maine, with some of the biggest names in global finance—Federal Reserve insiders, Wall Street strategists, and private wealth managers—for “Camp Kotok” 2017. Three days of talking all things finance with some of the nation’s brightest minds definitely sharpens your thought process. Believe me, I just spent two hours discussing one topic after another with the chief economist from one of the “Big-Four” accounting firms. You might have heard me mention this invitation-only “closed-door” gathering—which the WSJ has compared to Jackson Hole and even Davos—in years gone by. But this year, I’m doing something I’ve never done before. Next week, I’ll send members of my private readers’ club—Over My Shoulder—my thoughts on what some of the world’s top economists and money managers discussed at Camp Kotok. From Monday–Friday, I’ll also be sending them cutting-edge analysis published by some of this year’s attendees as part of our own Camp Kotok Week. Your excited about Camp Kotok Week analyst, John Mauldin Chairman
|