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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
Cambria - The Cleanest, Dirtiest Shirt
The US dollar is just romping and stomping. The US stock market has been the only place to be for a better part of a decade. I think it's already come to an end. If you're not in a positive cash flow as a business, if you can't make money in that environment, that means you're never going to make money. So you're going to see a lot of bankruptcies in the US.
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