+200 slides in the PDF covering gold, silver, copper, palladium, energy (oil, gasoline, heating oil, coal), equities (S&P 500, tech, Taiwan, Nikkei, Hang Seng, Ibovespa, CAC40), credit (HYG, LQD, CCCs, LBOs), coal (BTU and ARLP), luxury (Hermès vs LVMH) and frontier markets (HALYK, KAP, BGEO), with themes of fiscal dominance, Herstatt Risk, monetary debasement, and historical hubris (Croesus).
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