bullish
TPW Advisory April Monthly: Look Behind The Curtain
SUMMARY
- We go back to one of our favorite movies: The Wizard of Oz, to discuss what happens when investors pull back the curtain on the Fear, Uncertainty & Doubt (FUD) hype machine.
- We believe that what lies behind the curtain is not a big, bad, brown Kodiak bear but rather a series of important policy changes that are in process of unfolding across the Tri Polar World.
- These include: Central Bank acceptance of higher inflation targets; the return of US Industrial Policy after a 70 year absence; Europe’s push for integration across energy, tech, defense and climate; Japan’s shift off YCC and China’s adoption of a domestic demand led growth strategy.
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