I’ve been in full-recluse mode lately, trying to wrap my head around the massive monetary and financial shift that is currently underway… along with its geopolitical ramifications.
The only other macro person I hear talking about it is Darius Dale, so I recently resubscribed to his research service. *Strong recommend*
In short, it’s becoming increasingly clear to me that we (may) have just entered a period of long Global Hard Assets vs short US-based financialized/fiat assets, similar to the 1930s, 1970s, and 2000s.
The investment implications are profound and, likely, long-lasting.
🍿
#FourthTurning
The only other macro person I hear talking about it is Darius Dale, so I recently resubscribed to his research service. *Strong recommend*
In short, it’s becoming increasingly clear to me that we (may) have just entered a period of long Global Hard Assets vs short US-based financialized/fiat assets, similar to the 1930s, 1970s, and 2000s.
The investment implications are profound and, likely, long-lasting.
🍿
#FourthTurning
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