Hi Russell. Thank you for sharing your mind with us this past year. It's a pleasure watching you put the pieces of the "macro puzzle" together. Tremendous value for money. You have inspired me down a rabbit hole of my own. Thought you'd be interested in this:


Anecdotally, your theory explains the situation on the ground here in Holland. All my friends are having babies! Babies everywhere!

Here's to wishing you a very "fertile" New Year. Cheers!

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Hi Russell. You had previously suggested buy yen/short dollar. What do you think needs to happen to set that trade afoot?

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