Sunday, March 26, 2023

Economic, Stocks, Gold and Ag Snapshot (video)

Correction/clarification: At the 12:20 to 12:58 mark, where I mention moving from a labor friendly regime to a capital friendly regime, I actually meant the other way around; moving from a capital friendly regime to a labor friendly regime. Where I mention 130% debt to GDP ratio for the US, I was referring only to government debt (which, by the way, was ~116% of GDP in the early/mid 40s).

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

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