It’s January, the time of year when many people are examining their investment portfolios, their goals, and their habits.
If you’re like Simon, you do this year-round. And you’re thinking about cycles, about trends that don’t fit into timelines and neat packages like years, months, and quarters.
In today’s letter, Simon discusses a few major macro trends that could prove hugely disruptive over time. They aren’t traditional predictions but rather are important concepts to consider when crafting your Plan B. These are (for now) slow moving trends, but at least one could come to a head this year. He also touches on applicable Plan B strategies.
What’s on Simon’s mind? And what’s the best way to handle possible downturns? Simon discusses it all in this Monthly Letter.
In freedom,
Sovereign Man
“The house of York should have been the dynasty that the Tudors became. Its tragedy was that it devoured itself.” – from the summary of The Brothers York: An English Tragedy, by Thomas Penn One of the joys of reading history is knowing in advance what the protagonists don’t realize. For example, in March 1461,…
