Tactical Allocations: Bonds, T-Bills, Agriculture

As the US/Israeli war vs Iran continues to unfold, what will its legacy be for the US dollar specifically, and American hegemony in general? Is this the beginning of a reset toward stability, another leg up in markets, and lower inflation -or- are the early stages of a broader economic unraveling tied to supply shocks, currency stress, and geopolitical fragmentation?Simply put, what comes next?To unpack for us, we have the good fortune to be joined by Dr Marc Faber, Editor and Publisher of ‘’The Gloom, Boom & Doom Report" & Brent Johnson, CEO & Portfolio Manager at Santiago Capital, developer of the Dollar Milkshake Theory.

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