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Olduvai III: Catacylsm
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“This Is All About Stagflation… The U.S. Is Walking Into The Early Stages Of The Fourth Turning”

“This Is All About Stagflation… The U.S. Is Walking Into The Early Stages Of The Fourth Turning” We believe the U.S. is walking into the early stages of the Fourth Turning, a subject entertained below. In this note we break down the ideal 2020-2030 portfolio and why it is so different from the 2010-2020 vintage. […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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