Economic Macro Trends Of The Coming Decades And How They Shape My Investment Strategy.
Recently, people have been asking me a lot about what the next 10–20 years will look like.
How inflation will impact the economy and what this means for them personally.
This article describes the general outlook I have for the next one to two decades. I will explain how — in my opinion — inflation and potential deflationary crashes will shape the future and how I as an investor will prepare for this.
Buckle up, it’s gone be a wild ride.
Disclaimer: Please note that the following is a summary of what I believe has a high chance of happening. However, I DO NOT claim that things will exactly play out like this. And as always, this article is intended to educate people. It should not be taken as financial advice.
We are facing difficult times.
After decades of living in a non-inflationary environment (not for all goods and assets, but in general) supported by lots of cheap high-density energy and a globalized economy, we are now facing strong price increases in all areas.
To understand the background of why that is happening, I recommend you to check out this article I wrote. It offers a detailed explanation about why inflation is suddenly picking up, and how this impacts my investment decisions in the short to medium term.
Here is a very short summary: We are running out of cheap high-density energy (fossil fuels) to run everything and grow our economies. Governments try to substitute missing energy by pumping money into the system. But this does not bring back growth and is also contributing to rising prices.
…click on the above link to read the rest…