Thread by @NavroopSingh_

Liquidity is not coming for sometime now; with Ukraine war likely to protract for years we must accustom ourselves for prolonged period of elevated rates. 2023 is that year where many stocks will correct & is perfect time to accumulate them in systematic manner.

The world economy has been through triple destruction

1) Trade with China where tariffs on Chinese goods brought Inflation on American consumer & Trump Tax cuts further added to inflation which came with a lag;

2) Covid-19 where FED, BOE & ECB printed money adding trillions

3) Ukraine War which lead to commodities war by Russia in response to weaponisation of Dollar by the west and all these events disrupted supply chains for good time to come.

And there is no going back to old status quo where Russia underwrites cheap Energy/Commodity supply to Europe and China produces ultra cheap products for American consumers.

Thus this Inflation is structural and not transitionary. Central Bank Rate Hikes wont work.

Trade Wars always lead to Military Wars as i have detailed in my book #TheGreatReset ! As this decades unfolds we will head towards The Next Great War in 2030s.

Thus you action in market & stock picking has to be impeccable at right time & price of entry after studying business

Anyone who assured you a mega Bull Run in 2024-25 or an impending crash is fooling you. Geo Politics will dictate Geo Economics and Fed Hikes, Bond Yield wont be that significant in the play.

So be cautious in investing but be alert to pickup good opportunities that come way.

When rates are high every credit lending gets difficult for many businesses. Big Conglomerates can still sustain the impact the small ones wont be able to. Be alive to that situation as well. Bigger the moat or monopoly better are your chances to get a multi-bagger.