Independent Strategy

New world (dis)order

What will the post-conflict world look like? What lies beyond the immediate “Warcession” discussed yesterday? This short piece describes the shape of the New World Disorder. It is key to investors because it will set: Inflation — not just a stepwise change, but followed by higher rates annually. Productivity and growth — both lower. Redistribution of national income away from profits. All this will be caused by a prolonged multi-faceted conflict between authoritarian and democratic states.

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