Every Investor Needs to Know This If They Want Their Portfolio to Survive the Next 5-10 Years Intact
Enjoy these excerpts from our October 17, 2026, weekly Around the Horn webcast and our Oct-26 monthly Macro Scouting Report webcast in which we offer some of the supporting evidence for two of our core research views:
1) Running the economy hot (Paradigm C) will not successfully counter the Geopolitically Driven SupplyโDemand Imbalance in the Treasury Bond Market and must be followed by money printing (Paradigm D); and
2) The AI capex bubble is highly likely to transition to a secular bear market.