Why are you writing a finance newsletter with no actual data? Look at the way markets have reacted to past pandemics and wars and base decisions on that. Fear mongering and emotional investing don’t lead to outperformance.
The conspiracy theory stuff is lol. Farmland: have you heard of FarmTogether? AcreTrader? Farmland is a good portfolio diversifier and 31% of american farmland is owned by investor groups. Is continued financialization of asset classes good for society? Maybe yes maybe no, but 600 years of financial history says it will continue either way.
Think of it another way, Imagine you are Bill Gates’ family office CIO. You have $125bn in AUM. Where do you park it? Treasuries? Stocks? Bonds? Even a diversified portfolio is still a whale position. Bill Gates reportedly owns 300k acres of farmland. The US has 911 _million_ acres of farmland. So Bill Gates’ CIO takes a $500M position in farmland for diversity, and it’s only a 0.3% position of AUM, and only 0.04% of the US farmland and you think that’s material?
1) will read Chromosome 6 cuz why not BUT Robin Cook is a terrible author (read Coma years ago)
2) check out Strauss-Howe generational theory if you haven't already done so
Back 👏 test 👏 your 👏 statements 👏
Why are you writing a finance newsletter with no actual data? Look at the way markets have reacted to past pandemics and wars and base decisions on that. Fear mongering and emotional investing don’t lead to outperformance.
The conspiracy theory stuff is lol. Farmland: have you heard of FarmTogether? AcreTrader? Farmland is a good portfolio diversifier and 31% of american farmland is owned by investor groups. Is continued financialization of asset classes good for society? Maybe yes maybe no, but 600 years of financial history says it will continue either way.
Think of it another way, Imagine you are Bill Gates’ family office CIO. You have $125bn in AUM. Where do you park it? Treasuries? Stocks? Bonds? Even a diversified portfolio is still a whale position. Bill Gates reportedly owns 300k acres of farmland. The US has 911 _million_ acres of farmland. So Bill Gates’ CIO takes a $500M position in farmland for diversity, and it’s only a 0.3% position of AUM, and only 0.04% of the US farmland and you think that’s material?
What is your research process, actually?