AVZ and global deleveraging., page-101

I began investing in markets when I was young during the Dot Com bubble. The lessons I learned helped me navigate the GFC.

While now isn’t as scary as then, as banks are well capitalised, the forced unwind from these debt levels will devastate many peoples lives.

This is without even considering what is unfolding in the background.

I’ve no doubt Manono is a top quality resource. However, as usual, it is unlikely to be retail investors who benefit.
The dilution or debt required at rising interest rates will leave current investors with crumbs.