The CSFB GIRY is always my favorite read of the year (you should read all the archive years if you have not yet).
They started only publishing a Summary and Slide Deck beginning in 2017, so if you see the full PDF published lemme know.
Pic then download:
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Download
Link
https://www.credit-suisse.com/
Good investing,
Meb Faber
theideafarm.com