Last week’s Presidential Debate was a seminal event that will have far reaching impact.
Prudent investors understand this and are making moves to survive and thrive in this new environment.
At Higgins Capital we are taking a measured, wait and see approach to the changed environment.
What we see is the continuing trend of increasing uncertainty that will eventually have a dramatic impact on markets. We see opportunity in the developing chaos.
There are historical precedents that give us a framework to understand events. This framework requires setting aside much of what has worked for successful investing in the past.
For example, the days of low interest rates and free money from central banks are over.
The continued expansion of government is over.
Foreign policy based on never-ending wars is over.
The ascendency of power-hungry politicians who enrich themselves while ignoring national security is over.
The hollowing out of the US industrial base is over. Uncontrolled immigration is over. Globalization is over.
Arising from the ashes of this eighty-year old model is a new world that will look more like 1900 than 1960.
The Supreme Court’s reversal of the Chevron Doctrine is a case in point. This is the future. The big question is- Where are the investment opportunities in this Brave New World? We have been living Orwell’s nineteen eighty-four for decades.
Over the past several decades, the global economic landscape has been shaped by a series of interconnected factors, including central bank policies, government expansion, and globalization. However, these trends are now being reversed,
leading to a new era of investing.
Investors must adapt to a new environment where capital is more expensive and returns may be harder to come by.
Similarly, the continuous expansion of government is being curtailed.
We are witnessing a shift towards more limited government involvement in the economy.
This shift will require investors to identify opportunities in sectors that are less dependent on government support and more driven by market forces.
The end of foreign policy based on never-ending wars marks another significant change.
As the focus shifts towards addressing internal challenges, investors must consider the potential impacts on defense spending, infrastructure development, and other sectors that may benefit from this shift in priorities.
In recent years, there has been a renewed emphasis on revitalizing domestic manufacturing and reducing dependence on foreign supply chains. This trend is driven by concerns over national security, economic resilience, and job creation.
The era of uncontrolled immigration and globalization is also coming to an end. As countries reassess their immigration policies and prioritize domestic industries, investors must consider the potential impacts on labor markets, consumer demand, and global trade dynamics. Contact us through our website for further information on how to preserve and grow your wealth.
The information contained in this Higgins Capital communication is provided for information purposes and is not a solicitation or offer to buy or sell any securities or related financial instruments in any jurisdiction. Past performance does not guarantee future results.
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