@UDiamondBalls Reckon it goes 8-10x like lithium did in 12months or are we going to underwhelm this cycle?
Or are in the camp of multiple cycles over the next 10 years
In the next few months all paper asset markets will fail. Stock markets will start a long-term secular bear trend and stocks will collapse. Bond markets will come down dramatically. No borrower whether a sovereign or a corporate will be able to afford to repay their debts.
Bond markets will crash and interest rates will skyrocket dramatically just as they did in the late 1970's. Real estate values will fall off a cliff. Gold and silver will shoot to the moon. Good luck.
The 1970s brought on a massive expansion of nuclear energy with goal of energy security independent of oil.
This war has placed those same concerns at the top of many countries.
The 2030s will see large scale expansion of nuclear once again. The demand for #uranium ๐