OtterWood Capital Management's Outlook for 2016

  • Bear market has begun but it’s not 2008. This downturn will be front end loaded, as we are seeing now
  • China is in between a rock and a hard place and pressure will remain on commodities and markets until they address their currency woes
  • The US economy will slow down enough to ultimately force the Fed's hand into printing more money (the Fed will engage in QE4)