THE biggest macro story of our lifetimes is the global Marxist power grab underway right here, right now.
Covid is a smokescreen. https://twitter.com/CharlieEmma85/status/1351507371386949639
And the repercussions will involved stagflation, food shortages, nationalisation by the communists of energy, food and necessities. These sectors will boom but geographical asset allocation will be EVERYTHING.
Capital always seeks the best home. Currently the western world is priced for the world that was. When the realisation comes that the Marxists are in control of formerly liberal democratic free market countries the avenues out will be rapidly shut. Read your history.
If you still have the means to do so you will be choosing between known devils and new devils.
Understanding who benefits from what and why provides some probabilities as to where capital will move to and who "wins". Though everyone loses to a great degree.
You can follow @capitalistexp.
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