I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
https://t.co/YK8E11GcDU
I recently came across data on who we spend our time with over the course of our lives.
The insights are simultaneously inspiring and depressing.
Here are 6 graphs everyone needs to see:
With central banks all around the world raising rates to control inflation , it looks like a good time to book profits or reduce portfolio from stocks to bonds.
For the first time in history, the US is experiencing a confluence of three macro extremes all at once:
▪️ The debt problem of the 1940s
▪️ The rising inflationary environment of the 1970s
▪️ The excessive financial asset valuations of the late 1990s
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The book is out! https://t.co/cgzNawryHC
The paperback looks amazing! The cover, the graphics, the colors, the snapshots of market chatter - I couldn't be more pleased!