Redrawing The Maps

The Crumbling 20s Are Upon Us

A the end of every major empire, there is a period of turmoil that looks hard to comprehend in retrospect.

A good model for it is the one of an earthquake. Tectonic movements are slow and steady, invisible to the naked eye. As long as the present situation persists, the rock barely moves, at best bends a bit.

But the force of geology, or of history, is not so easily satisfied with stagnation. The more time passes, the more invisible pressure accumulates. The immobility turns into a shiver, and a few slight tremors.

And then a brutal bang.

Suddenly, all the pent-up forces are released at once in one catastrophic event.

Because the rupture point is invisible and impossible to predict until after it happens, the timing of a (geopolitical) tectonic shift is impossible to forecast. But when the bend turns into a shiver, and then into a tremor, you know you are getting real close.

The end of 2024 has been such a moment.

I am now sadly convinced that we are heading for a major global conflict, and as citizens and investors, we’d better prepare for it.

This is probably the last report that will deal with that topic. All my readers should consider themselves warned, and subscribers will see the reasoning behind it.

As a result, further investment reports will be either focused on “safe zones” or sectors that will benefit from the mounting conflict.