Over the years, my good friends at Capitalist Exploits (I highly recommend subscribing) have put together a number of outstanding thought pieces on where they see things headed.
They recently came out with a great overview of where Europe is headed. The trends they highlight are both interesting and actionable for those willing to put the time into thinking through the consequences of the new “Strongmen of Europe.” The EU has now had a decade of economic crisis and is slowly moving from economic crisis towards a full-fledged political crisis which will be its ultimate undoing. There will naturally be many actionable trades along the way. Most important amongst these will be;
- Increased inflation
- Issues with energy security
- Increased national sovereignty
- Ultimate breakup of the EU
Having a roadmap, gives you the ability to stay a few steps ahead of events with your positioning. With that in mind, I suggest you read the roadmap from Capitalist Exploits. While I don’t agree with everything that they point out, it is those minor disagreements that make late night Skype calls so interesting…
There is so much going on that it can be hard to know where to look without throwing your hands up in the air and saying, “oh fuck it, I give up”. The problem is ignoring problems doesn’t make them go away, and if we get it wrong, we could end up seriously regretting decisions made today.
I’ll be honest with you, we’ve spent time reviewing much of what is taking place in the world at the moment. Not here with you, but with my team and often inside my wee head, hunched over my keyboard at 1AM after tossing and turning annoying my gorgeous wife and getting out of bed to look into something that’s bugging me and keeping me from sleep.
…click on the above link to read the rest of the article…