Big Picture: Different Bull, Different Market, Different Asset Class

July 14, 2023 – The global economy has been shaped by several key factors over the past few decades, which led to a period known as the "Great Moderation," characterized by economic stability, and the availability of cheap labor due to immigration, inexpensive Chinese goods, and affordable energy. However, today, we stand on the brink of a new economic era marked by higher-than-average inflation and soaring debt levels. This may sound bad, but it also comes with, we believe, some very clear investment winners and losers, which we discuss today.

Be sure to read Jim's latest article mentioned in today's show, The Beginning of the End Part II: The Return of Inflation

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