Past global wars have never to such an extend, relied on the continued construction and operation of foreign assets. As tensions continue to increase worldwide, but most noticeably in Ukraine and Taiwan, we can appreciate the changing role of “foreign assets.”
Today, we use our thought frameworks to look ahead to the coming few months for clues as to how life will evolved.
Like the classic “good news/bad news” jokes, we do have some “good news” (spoiler: No nuclear war) but some bad news; massive shortages of certain goods and a possible “line stop” on advances in technology.
Toss in our economic press releases of the day coupled with our ChartPack, and it’s another glorious spring day.
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