Cycles of Change

Knowledge - Spirit - Culture - Growth

As we enter a golden era marked by BRICS countries ramping up their gold purchases and central banks selling US treasuries to buy gold, the landscape of reserve assets is undergoing a significant shift. Historically, gold has always been considered [...]
This analysis discusses the historical and economic benefits of tobacco usage in the USA, focusing on the period when tobacco was a significant cash crop. It also investigates the context and justification behind the statement "What this country [...]
In consideration of our open border policy in the USA since 2020, it's important to understand how open borders affect regular Americans like you and me. It's not just about what politicians say—it's about looking at the strengths, weaknesses, [...]
A multi-decade debt super cycle follows a trajectory from economic expansion and rising debt accumulation, through phases of financial imbalances and crisis, to eventual deleveraging and recovery. Each phase of the cycle presents unique challenges [...]
Chamath Palihapitiya's investment strategy emphasizes the importance of foundational infrastructure supporting AI and other technologies. His focus on sectors like renewable energy, healthcare, and education reflects a long-term approach to [...]
In light of the potential threat of another major flu pandemic, a well-balanced investment portfolio should focus on diversification to mitigate risks and capitalize on opportunities. An optimal portfolio would include a mix of sectors and asset [...]
The housing market in the Czech Republic has undergone significant changes since the early 1990s. Following the fall of communism, the country transitioned from a state-controlled economy to a market-based system, which involved the privatization of [...]
The recent advent of a bifurcated market system, where both corporations and households increasingly benefit the top asset holders, has significant implications for the economy, potentially stalling a recession indefinitely or only delaying it. This [...]
Incorporating volatility and liquidity index tools into your momentum trading setups can significantly enhance your strategy by providing additional layers of analysis. These tools help in assessing the market environment, ensuring that you are [...]
The growing trend of nations like China and Russia, among others, entering trade agreements that exclude the US dollar, coupled with the rise of platforms such as the Shanghai Gold Exchange, has profound implications for gold arbitrage activities in [...]
Over the past two decades, the accumulation of US dollar bills by individuals in Asia reflected a sense of security and stability in the global dominance of the US dollar. As trust in the US dollar diminishes, primarily due to concerns about [...]
The United States faces an economic challenge characterized by increasing national debt, gradually rising interest rates after an extended period of Zero Interest Rate Policy (ZIRP), and persistent inflation. These issues are compounded by the [...]