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I know this might be a little odd, because the entire world seems like one giant tail risk right now, but I thought it would be fun/useful to drill down on things that the news is not talking about yet, but that could be THE thing that we are all talking about in 3-6 months.

It could be something that you notice in your town or industry, or just something that keeps you up at night and you're wondering if it's just you. We all come from little slices of this completely chaotic, dislocated worldwide economy, maybe we can piece together a bigger picture.

Now, and here's the key, tail risks swing both ways. If you think there's a really great scenario that nobody sees coming, by all means. This is not meant to be (only) doom and gloom.

So what's giving you that funny feeling?

What do we not see coming?



Submitted May 05, 2022 at 01:00AM by EverybodyHits https://ift.tt/mgGtJyZ

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