Adventure Capitalism 05: Never Bet Against America

Cyclical Industries, Depression, and American Chaos

Hey folks,

Welcome to the latest issue of Adventure Capitalism, my newsletter devoted to macroeconomic commentary and trends I’m seeing from my side of the world. I thought today would be a good day to send a short issue on some big trends given that Berkshire Hathaway had their Annual Meeting yesterday.

Some of the reading-in-between-the-lines from that…