The driver

IMO these are the 5 biggest macro trends driving your portfolio right now:

1. We're in WW3 2. The Fed is a weapon 3. The end of the Big Debt Cycle 4. Energy & Inflation as severe constraints 5. The global search for a new reserve asset

Central Banks are playing with fire. The ultimate black swan is people realizing that the entire fiat system is bankrupt.

Business idea: A bank that doesn’t gamble with customer deposits.