Great presentation Russell. I never consider the similarities between Soros and Buffett and their implications. I do have a sense that the shift from capital to labor is in the very early innings. the Market is changing from the old leaders to the new...the old rules no longer apply. thanks!
Interesting how you framed buffet macro frameworks.however,looking at buffet writings he never cited macro as his way of looking at it .he always emphasized bottom up factors in petro China and BYD.
Great presentation Russell. I never consider the similarities between Soros and Buffett and their implications. I do have a sense that the shift from capital to labor is in the very early innings. the Market is changing from the old leaders to the new...the old rules no longer apply. thanks!
Interesting how you framed buffet macro frameworks.however,looking at buffet writings he never cited macro as his way of looking at it .he always emphasized bottom up factors in petro China and BYD.
Any update on your Fertility Rates theory and how they relate to inflation now? Cheers
TSMC and buy American/Friendshoring?