The global financial system is multi-dimensional. Using linear thinking and 2-way cause and effect analysis will lead to false conclusions and losses. For the first time in almost 100 years, the world today is witnessing the convergence of economic, political and social factors. Shedding traditional analysis, and connecting the dots of all three aspects of our society allows you to see that we are headed towards significant changes.
As always, we’d be pleased to speak with anyone about our investment views. We also encourage our readers to share our global market outlook with those who they think may find it of interest.