bearish

TPW Advisory Friday Musings: Turn Signals

378 Views29 Apr 2023 09:34
Syndicated
SUMMARY
  • As regular readers know we have been driving down the investment highway following our “Middle Path” directions for roughly a year.
  • The Middle Path calls for a high nominal growth world that drives between high inflation and deep recession – the two main economic fears of the past year or more.
  • More recently we have highlighted the huge positive policy changes occurring throughout our Tri Polar World, policy changes that are being obscured by a Curtain of Fear, Uncertainty & Doubt – the famous FUD.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
  • Loading...
x