Macro Monday - The Big Picture drivers

On tectonic forces and investment climates - moving beyond the noise of week by week markets. Plus, earnings keep declining.....

This week I thought I might start by stepping back from the noise of markets and focus on what I think are the key debates you should be having with yourself about markets and change. I break this into two parts: the tectonic forces over many decades versus the climate of investing and markets in months and years. These tectonic changes can sometimes be…