2 Comments
User's avatar
Steve Platz's avatar

Excellent thoughts. Geopolitics is more important now than ever. The last 70 years have been the exception to the rule (ignoring smaller regional conflicts). Mankind gravitates toward conflict. The intentional destruction wreaking havoc throughout the western world is a prelude to reversion. Things will get much worse over the coming decade before they get better again.

Cyclical Value Investing's avatar

Yes, I suspect no one is ready for a conflict from an investing point of view

People talk of the end of globalization. This is much larger than that.

Civil conflict, intra NATO conflict (Greece-Turkey) are on almost no investor radars