The Macro Butler joined Palisades Gold Radio to discuss the state of the business cycle, its evolution under the 47th U.S.
Loved the use of browne’s portfolio and the quadrants.
Agree on bullish- Oil and Gas, Gold.
What’s your take on international equities? Should they be part of the portfolio?
Since the USD will make new highs against all fiat currencies in 2025 there is little reason for US and non US investors to look at other equity markets.
https://themacrobutler.substack.com/p/2025-crystal-ball-10-bold-predictions
Loved the use of browne’s portfolio and the quadrants.
Agree on bullish- Oil and Gas, Gold.
What’s your take on international equities? Should they be part of the portfolio?
Since the USD will make new highs against all fiat currencies in 2025 there is little reason for US and non US investors to look at other equity markets.
https://themacrobutler.substack.com/p/2025-crystal-ball-10-bold-predictions