Submission statement: my goat discusses his medium-term outlook on policy and the economy. He uses a long-term, history-driven framework for his analysis. You’ll find discussions of debt levels, M2 growth, and the policy shifts he expects in many countries, with financial repression on the menu.
The article’s abstract: *Market strategist and historian Russell Napier outlines a future in which governments mandate where investors should deploy their capital. The global monetary system that has existed since 1994 is being radically restructured.*
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Submission statement: my goat discusses his medium-term outlook on policy and the economy. He uses a long-term, history-driven framework for his analysis. You’ll find discussions of debt levels, M2 growth, and the policy shifts he expects in many countries, with financial repression on the menu.
The article’s abstract: *Market strategist and historian Russell Napier outlines a future in which governments mandate where investors should deploy their capital. The global monetary system that has existed since 1994 is being radically restructured.*