The Hedge of Tomorrow (Capital Wave)

Good morning:

In early March 2024, we released a report called The Hedge of Tomorrow.”

It’s available for download if you’d like to access it…

At the time, we said the U.S. national debt was said to be the "#1 Republic Risk Trend and Opportunity for the next decade."

The report pointed out that we were "spiraling toward $50 trillion in national debt by the end of the decade."

We argued that expanding global liquidity would drive asset prices dramatically higher, creating both crisis and opportunity.

Key Predictions:

• Expanding Global Liquidity: My forecast indicated that the Federal Reserve's need to refinance massive debt loads would lead to continued monetary expansion, driving liquidity into risk assets.

• Asset Price Inflation: I argued that "unsound money drives the stock market to all-time highs... and it ultimately will"

• Gold as Protection: I continued to recommend a 5% allocation to gold and silver as "the ultimate protection against monetary inflation…" which isn’t a revolutionary t…