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“Perspective allows an investor to forecast the effect after the cause. It allows the investor to understand how bad and good news is not always what it seems.”
GeoVest Insights

We are at an historical turning point in the global economy and it’s creating a massive investment opportunity – as well as massive risk. The financialization cycle of our economy is over evidenced by the growing trouble in private equity and private credit. Yet the US is starting to re-industrialize after 50 years of de-industrializing. […]

I sincerely believe that banking establishments are more dangerous than standing armies – Thomas Jefferson Europe is failing. Europe’s leadership is preparing for war to cover their mistakes of the past fifty years and the people aren’t having it. Europeans don’t want war and to date, Russia has been unwilling to be provoked into a […]

Perceive that which cannot be seen with the eye – Miyamoto Musashi Globalism died in 2014 when the US shale fields became economically viable at scale but nobody realized it at the time. It was year the Eurodollar market began to get drained of dollars, partly due to horrible investments in emerging markets like China […]






