Monetary Regimes Change — Fear Reads as Loss
Monetary regimes change. They always have.
1971 closed the gold window and opened four decades of asset inflation. 1981 looked like the end of the bond market and started a forty year bull run. Both felt like the floor giving out at the time.
Many FEAR CHANGE. Change reads as “loss” to most people because the old positions stop working.
It’s also where the new ones get built -> new opportunities emerge.
The future isn’t bright because nothing goes wrong. It’s bright because the people who read the regime right have always come out ahead. Same as
it’s always been. 🤝
