Evan Stewart pfp
Evan Stewart
@es
What’s the most interesting piece of information you’ve come across lately?
11 replies
0 recast
0 reaction

Ben O’Rourke pfp
Ben O’Rourke
@bpo
I’ve been fascinated by the post Pax Americana economic regime we’ve entered into… a rising interest rate, inflationary, multi-polar world with geopolitical conflict. We haven’t seen this environment for over 40 years - it’s terrifying but there are opportunities as well
1 reply
0 recast
0 reaction

Evan Stewart pfp
Evan Stewart
@es
Absolutely opportunities, but history definitely repeats itself. It’s the ‘70’s and ‘80’s all over again (or at least headed that way).
1 reply
0 recast
0 reaction

Ben O’Rourke pfp
Ben O’Rourke
@bpo
Great book on market history - Triumph of the Optimists - I think we’re more akin to 60s era inflation heading to 70s era. Also recommend reading Chris Cole’s work at Artemis Capital on how asset classes perform across different environments
1 reply
0 recast
0 reaction