If it seems I have been talking about the Strategic Investment Conference for weeks… well, you’re right. It really was that much to unpack, and I’ve still only scratched the surface. I will wrap up next week. First, however, I want to make sure you get a few other important points. I’ve been organizing the SIC letters by subject: China, inflation, deflation, technology, and politics/geopolitics. In general, that is how I organize all my letters, typically around one topic. But throughout the SIC, speakers made important points that don’t neatly fit into a broader theme. I’ll cover some (not all) in this letter. We’ll jump around a bit as the sections don’t necessarily connect to each other. They are in no particular order, but all important. Read more.
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