We are facing the 1940s play book in which Debt to GDP peaked at 119% before being inflated all the way down to 30% over 30 years.
Will History Repeat?
They are just going to inflate away the debt
Is this Hyperinflation?
Russia FX reserves, Tik Tok, US steel Fiasco..Why own US Dollars?
GOLD buying by Central Banks has accelerated since Russia Conflict
This is the reason US is afraid of China and wants to “Reindustrialize”
Macro theme - More money for US reindustrialization
80 years ago, the US Navy cleared 10 damaged ships from Pearl Harbor in 3 months and had most of them repaired in 8 months…
Now the Navy outsources its salvage operations to a European company.
It will take months to clear the Francis Scott Key Bridge and years to rebuild it. (Geiger Capital)
Macro theme of the decade - Electrification
Connecting the dots - Nuclear Energy - the only clean, green and cheap energy
Last rate hike is the best time to own GOLD
Millie policies working?
It’s Different This Time: Cyclical Changes For 2024
How to invest in a “Brave New World”
- Follow the liquidity in this “Brave New World”
- Mexico is the beneficiary of US chips/IRA LIQUIDITY
- Japan is a beneficiary of “INFLATING AWAY THE DEBT” liquidity
- Africa is the next frontier where liquidity battles will be fought.
- Precious metals are the beneficiary of diversifying away from reserve currency
- Reshoring/Friendshoring/Energy transition all require investment in Electrification ecosystem and Nuclear energy
- Finally in this Brave New World…listen to the Governments and the Regulators…if they don’t like anything don’t touch..if they are focusing on developing some part of economy, then it is a no brainer.
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