Macro
While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great global reflation or is it 2008 irrational exuberance all over again?
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Mark Dawson
Do we really live in a false economic times? Quantitative easing mixed in with a dash of helicopter money may keep things rosy for a short while. This is our economic nirvana! Is it going to last? No. Diversify away from risk and into safe asset classes now. Only a few investments will prevail in the next downturn. Go long on physical gold.