Really looking forward to the next article. Ben’s promised an empire-endgame investment outlook. I suspect he’s going to recommend moving out of S&P and into a 50-50 bread/circus allocation.
Conversation
Just read this - good article but didn't like the assumption that distributions are fixed and that there is no chance a centrist candidate could win. These distributions were changed in part by influential politicians, and they can be shifted again.
Some kind of Taleb-ian barbell portfolio of, I dunno, virtual reality porn startups, Dollar Tree, and Swiss francs.
1


