At Capital Trends we’ve analyzed the economic landscape as a macro wave and clearly see a bull market in tangible assets such as physical bullion, agricultural goods and liquid fuel. We are taking a contextual view to the marketplace as we assess supply and demand, base infrastructure, emerging technologies and social conditions. Within this framework we have deduced a set of core insights that we believe will shape the market in the coming years. They are as follows:

• The age of declining systems is now upon us, the entropy of our social network has reached a maximum. Access to cheap and abundant fossil fuels is no longer a global reality, and without access to steady flows of light crude, markets slow, emphasis shifts and values inevitably change.

• Systemic failures are becoming commonplace as old infrastructure built in the 40’s, 50’s and 60’s is reaching its end of use phase. Infrastructural decay is now a defining feature of the industrialized landscape.

• Financial markets which have created exotic speculative products are unwinding as the reality of resource scarcity re-aligns fundamentals. Inflated paper ‘assets’ are devaluing at a tremendous pace, wiping out trillions of dollars of capital in the process.

• Fiat currencies which have no tangible physical value are increasingly coming under scrutiny. As investors grow weary of the effects of inflation due to money over supply they are seeking more sound investment vehicles.

• Political and social agendas have become the pawn of corporate lobby groups who are beholden to no one but a subset of share holders. This political situation is now eroding trust in the government as taxes rise, wages drop and energy prices inflate.