Well it’s set to be a wild week.
Markets are either flat or choppy, Donald Trump has been charged with 32 felony counts, the War in Ukraine is raging, and many people are wondering when everything is going to go back to normal.
Everything is a bit eerie at the moment, and we are clearly at the stage of empires where large shifts will begin to play out across critical facets of our country, economy, and financial infrastructure.
The truth is at the moment, many expert economists, money managers, Wall Street legends, and seasoned traders don’t know what to expect in this environment. It is becoming increasingly difficult to identify non correlated assets that are proving resistant to macro forces at present.
We are not the sole expert you should listen to in this field — that being said, several strategies we have used that have worked out quite well over the last several years, but also shown some impressive strength this year as well, in a time where many are struggling to simply make money.
You won’t ever get rich by simply funding a 401k or brokerage. Outside fueling your asset accumulation with cash from a business, it is critical to select the right investments and do so in a timely manner.
Today we are going to review select investment options and concepts we think nobody can afford to bypass if they want to truly “make it”.
These concepts are a direct response to the macro shifts we are seeing occur in the world right now including:
Implementation of digital currencies and CBDCs
China, Russia, BRICS moving off the Dollar
Persistent inflation
Nationalization/consolidation of banks and financial institutions
War in Ukraine
Digital overreach by governments and related entities (IRS/FBI)
Decoupling of select sectors and assets
The United States and the US Dollar have long been the global hegemon that dominate trade, confluence, settlement, and markets — but we are watching that change in real time which will have far reaching implications for investors, companies, and world governments.
Russia and other countries are beginning to transact in foreign currencies or digital currencies meant to lessen the impact of Western sanctions and attacks. Banks in the US are faltering and having severe liquidity issues. The US Federal Reserve, who was allegedly committed to fighting and eradicating inflation, is now printing money again and stepping in to bail out banks left and right.
The legacy system is showing it’s cracks and flaws.
The bottom line is the dollar’s influence on the global economy is waning — cash fiat as we know it is being replaced globally with new CBDC programs and instant settlement initiatives. Disruptive tech like crypto is eating up traditional finance use cases, highlighting a lack of transparency within the financial system, and potentially leading as a store of value as the dollar falters, our enemies weaponize finance, and more concern emerges in the US of monopolies and the nationalization of large banks.
Jamie Dimon, CEO of JPMorgan, proposed recently that governments should just seize private land to construct wind and solar farms because of a lack of supply. Banks and select payment providers are beginning to “unbank” those they disagree with politically or socially.
FTX and countless other ponzis have scammed millions for billions because of lack of regulatory oversight and hype created by bad actors who in reality were incredibly centralized.
The blend between federal government and free markets has never been so thick as world leaders attempt to stymie the bleeding from years of irresponsible policy and spending.
To become wealthy we all need to ignore this noise and accumulate quality assets before things really begin to move downhill.
Today we have compiled and synthesized 6 different sectors/verticals and 40+ investment picks for you guys we think will offer financial opportunity to outperform the masses in the next several years.
Our approach takes into account what is going on in the world and looks to pounce on some of the hints we are seeing result from the high profile events impacting financial markets, society, and our lives.
The same strategies that made our parents wealthy will not work for us.
We are being forced to change with the times and adapt to massive accelerations in international gamesmanship, technology, government, and historical financial paradigms.
You do not want to get this wrong, in our opinion properly allocating and upping exposure to certain assets and sectors in the next 2 years will define the haves and have nots of the future.
Let’s get into it.