AFRM - Where To Invest Capital In Our 0% Real Yield World

• Today, we will walk you through our thinking as to where to allocate capital in a world configured (or distorted) by perpetually depressed interest rates and loose monetary/fiscal policy.
• To do this, we will lean on the expertise of famous investors, such as Ben Graham, Peter Lynch, Warren Buffett, and Jeremy Grantham.
• I do think it's noteworthy that there is a very clear roadmap for capital allocation, though it takes some work for this roadmap to become clear.
• That is, we have over 100 years of investment wisdom from which we can draw so as to optimize our capital allocation during these almost unprecedented times.
• As always, we strongly encourage freedom of thought and ideas within Beating The Market. To that end, please feel free to express your questions, comments, or concerns in the comments.

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