Been taking a deep-dive recently on why…
-BRICS isn’t a thing (invented by Goldman-Sachs as an investment thesis), and despite adoption isn’t going to be a thing
-China is going the way of Japan (shark-jumped for a couple decades & now faces decades of stagnation for several reasons)
…and now coming to a firmer belief that despite a potential Fourth Turning Crisis that seems clearly ahead of us…the US will continue to be the vibrant, decentralized/diversified, demographically robust place to be in the next few decades. Assuming States continue their trend toward taking back State’s Rights.