Tectonic geopolitical risk...

Pandemic ... earthquake ... regime change ... the events we are seeing are high impact, low probability, and landscape reshaping ...We are moving into an era where bigger things change faster and stay changed ... this is not a simple mean reversion world where a policy tweak brings us back to trend ... and it is quite different from the world we have become accustomed to living in ... we are living in a tectonic investing environment!This requires some careful investment thinking ... we've seen times like these before ... so some thinking that is informed by stretching back through time to find past paradigms can help !