The 4th Pillar: February 2024

The 4th Pillar

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The year is well and truly underway and there are no shortage of events to draw our attention.

Whether it be a collapsing Chinese stock market, an expanding war in the Middle East or election season in the US getting into full swing it is easy to be distracted.

That's why this month we take a step back and review our big picture thesis.

We want to make sure that the framework that underpins our investment approach still stacks up.

We also review our existing portfolio and highlight some real asset sectors that are shaping up in a very interesting way.

When I took over writing this publication in November 2022, I wanted to articulate a clear framework of how James and I both view the world: lots of debt, lots of money printing, and lots of anti-capitalist laws and regulations will likely cause major problems down the road.  And my mission in each edition of…

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