Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Macro Strategist
Summary: Macro Dragon = Cross-Asset Quasi-Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime.
Time to be shorting US Duration?... as Gold ignores collapsing Real Yields
Recent Works to Keep In Heavy Rotation
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Start<>End = Gratitude + Integrity + Vision + Tenacity | Process > Outcome | Sizing > Position.
This is The Way
Namaste,
KVP
Dragon Interviews: Dragon Interviews U-Tube Channel for easier play-ability…
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity