In response to:

Does GDP Growth Predict The Direction Of Stocks?

Incredulous2 Wrote: Apr 23, 2013 1:42 AM
Dear Mr. Bowyer, When tethered, your economic position holds. 24 hr. Money Printing Presses Running. No De-Fault, World's Reserve.
Incredulous2 Wrote: Apr 23, 2013 1:45 AM
Remember, it's still at least 85bil., mo., we buy and sell right back to ourselves.

Previously on I wrote an article critical of a newsletter from John Mauldin in which he questions the link between growth and stock performance. The article uses work by a prominent money manager named Jeremy Grantham. It appeared that Mauldin was recommending Grantham’s work.

Since then Mr. Mauldin has written to me to offer clarification, pointing out that he does not necessarily agree with everything he publishes in his columns. Though I’ve asked Mr. Mauldin several times asking him to state whether he DISAGREES with the theory that economic growth and performance are unrelated, he did not.  So leaving aside...