GaveKal has released a new book “A Roadmap for Troubling Times”. There is no better value for the dollar than their books, which are compendiums of their paid research service. For $27 you get their opinions, which would have cost $15k+ if you subscribed for the previous year. It’s highly opinionated, easy reading, and good macroeconomic exposure for people in industry. Buy directly from GaveKal.