A theme that I have been rolling around in my head this year is one of an impending, sharp and sudden regime shift. I wrote in January about the “Year of the Fire Horse (2026)” promising to deliver some out-of-the-ordinary events, and so far, it has not disappointed. This postulated regime shift, to be clear, does not have to be a crash, or a “melt-down”. […]
The full note on this important topic can be downloaded at this link: LTA Thinking – Canaries In The Coalmine Are Telling Us It Is Time To Own Both Tails