I suggest that you note the recent a) U.S. directed arrest and intended extradition to the leading Chinese tech company Huawei’s CFO (and daughter of the founder) and b) the violent demonstrations against taxes and the rich in France as notable dots ...
and connect them with other dots related to conflicts within and between countries (especially as it pertains to populism and the conflict with China being beyond trade) to see the most powerful forces at work.
In my opinion, these forces, together with where we are in the short term and long term debt cycles, are and will continue to be, the main drivers of our markets and economies. I suggest that you plan and diversify accordingly.
