Re: Inflation/Geopolitics-Geopolitical Mosh Pits & Sovereign Debt Endgames.
Recent developments in the world have introduced an “Every Man For Himself” dynamic not just between adversaries but also between allies. Welcome to the Geopolitical Mosh Pit.
I am not just talking about the obvious geopolitical conflicts like Russia/Ukraine or China/Taiwan/US. I am talking about conflicting ECONOMIC incentives between regions even among traditionally allied economic/geopolitical blocs.
STRUCTURAL INFLATION is at the HEART of the matter, not just from an energy/resource scarcity dynamic, but also from the CONF…