Equity Overview – The Shift to Global 3.0

“I can live with doubt and uncertainty and not knowing. I think it is much more interesting to live not knowing than to have answers that might be wrong.”          ~Richard Feynman

By Catherine Austin Fitts

This week on The Solari Report, Chuck Gibson of Financial Perspectives, joins me for our quarterly Equity Overview.

In our January Annual Wrap Up, I introduced the concept of the shift from Global 2.0 to Global 3.0. Rather than focus on the deterioration in the government systems from which assets have been shifted, I wanted to focus on the reinvestment of those resources. Where are resources going and what are the implications for our society and economy?

I explored these developments further in our 1st and 2nd Quarter Wrap Ups. The result was many excellent questions from subscribers about the implications for the equity markets and for your investment strategy.

To respond, Chuck and I decided to focus this Equity Overview on the investor’s perspective on Global 3.0.

To do so, I reviewed the twelve trends that will have the greatest impact on the economy in the 3rd Quarter Wrap Up.

This coming week, after Chuck updates us on recent developments in the equity markets, we will describe how these trends are emerging in the equity markets. Then we will cover the key risk issues and the implications to your investment strategy, including the pros and cons or a buy and hold strategy, the role of diversification and the importance of quality in leadership – whether of companies, funds or custodians.

Chuck has prepared a series of graphs and charts that give you a strategic view of both markets and the history of investment performance.

In Money & Markets this week I will discuss the latest in economic and geopolitical news.

In Let’s Go to the Movies, I will review Christoper Nolan’s new science fiction blockbuster, Interstellar.

Talk to you Thursday!

2 Comments

  1. Request from subscriber:

    Hope to connect with other Solari subscribers in Upstate New York

    Hope to connect with other Solari subscribers in the Chicago area.

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  2. Hi Catherine,

    Hearing more talk about “bail-ins”. What are your current thoughts? Are we closer to that being a reality. Would it be wise to move cash balances to investment accounts? Or would they be any more protected there?

    Thanks,

    Christi

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