It is not often you get the chance to listen to Kyle Bass, one of the best global macro analysts, with an astonishingly good track record through the last ten years. So many good points made here.
next 18 months
What appears to be healthy economic expansion in the headline Real GDP statistics can disguise a chronic and perpetual recession in the private sector, running on borrowed time, and heading
Today’s new highs are increasingly mechanical, not fundamental — and in a broken market, your 401(k) is the exit liquidity.
Conventional investment management and financial planning isn’t built to see it, let alone act on it. At the one moment it matters most, it’s working against your best interest.
Anything
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