We definitely agree on a few points, but not all.
Big shifts are occurring globally, which will have very profound impacts around the world. The USD will eventually be replaced, but every other currency would need to collapse first. Big Capital is currently moving to the safe harbour of the USA (USD currency, DOW stocks, and quality bonds). That trend will continue as holding capital elsewhere in the world is proving rather risky, especially in Europe, negative bond yields for example, or the EC which is chasing anyone and everyone for taxes.
Just be careful what you wish for... gold/silver and other tangible assets will perform well, but the world is going down a dark pathway.
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