⭐️ Making Sense of The Future: Tariffs, Private Equity, and Possible Catalysts

My opinions and scenarios

To Smart Investors,

Financial markets generally perform well during periods of stability and predictability.

Currently, however, we face increasing economic uncertainty and volatility.

The Great Moderation—an extended period characterized by stable growth, low inflation, and predictable economic policies—is transitioning into a new era marked by geopolitical tensions, unpredictable economic shifts, and changing capital flows.

The return of Donald Trump to the presidency, escalating global trade tensions, and major economic transformations present investors with significant challenges and unique opportunities.

Understanding these complexities and their implications is crucial for informed investment decisions.

Behind the paywall:

1. Risks in Private Equity

2. Analysis of Trump’s tariffs

3. Possible market catalysts