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Navigator: Applets
Investment Conclusion For 15 years macro events mattered less to economies and to you. The forecasting of macro events got better. But the outcomes were less telling economically & financially. There is now evidence this is reversing. Here’s why! Some very potent events with big …
Report
Navigator: Convictions
Navigator: Convictions! The single biggest theme is the inflation tsunami being generated by food and energy. This will get worse. The Safe Haven Assets are doing their job. They will go on doing so. My two big beliefs: Energy and food price inflation are not over and are multi-y…
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