Capital Flows and Asset Markets
Capital Flows and Asset Markets
IF SEMIS ARE THE NEW OIL, HOW HIGH COULD THEY GO?
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IF SEMIS ARE THE NEW OIL, HOW HIGH COULD THEY GO?

Fleshing out a cold war model. Semi pricing looks like it could rise much further.
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I have pushing the idea of long Gold/short treasuries to capture a shift to “pro-labour” policies. Like a lot of investment ideas, it is easier to promote this idea as I am looking at the end game of the pro-labour period from 1945 to 1980, which also saw gold massively outperform treasuries. Basically I am saying that we are going to see a repeat of below.

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Capital Flows and Asset Markets
Capital Flows and Asset Markets
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