Jim Rickards on Connecting the Dots, The Economy and Our Future Moving Forward

Usually, Jim’s issues take a deep dive on a range of topics that affect markets and your portfolio, economic growth, central bank policy, inflation, deflation, currencies, gold, stocks, bonds, demographics, geopolitics, and a lot more. 

But this month he did something different… He took two steps back, looking at all of these topics from a broader perspective. 

Instead of picking one and diving in, he took the major factors that drive markets and synthesized them into a big picture. 

It’s like when you go to the theatre to watch a play… A structural narrative forms the background and scenery that’s being performed by actors in the foreground. 

Most people focus on the actors. But it’s important not to forget about the scenery. That’s where the villains hide.

- Source, Fat Tail Investments