FAST FIVE: "This Is All About Stagflation… The U.S. Is Walking Into The Early Stages Of The Fourth Turning"
These brain trusts have FINALLY figured out a runaway dollar will obliterate emerging market balance sheets loaded with fresh and deep, Covid 19 wounds.
This is a big problem for high yield and small caps in the longer term.” – Senior Credit Portfolio Manager But first inflation gets really hot.
People of this generation just want to enjoy themselves.
This is just the type of generation that will create the new world order out of the crisis and conflict of the Fourth Turning.
Bullish commodities, ten year view.