Допис

📊 My current thesis: 2026–31 could rhyme with 1975–80. Rising rates. Persistent inflation. A shift toward hard assets. Stocks may still move higher in nominal terms, but potentially struggle in real terms. Bonds could face a difficult environment as inflation and rates stay elevated. Meanwhile, gold—and especially Bitcoin—could attract increasing capital as investors seek scarce, hard assets. 🟠₿ #OutcomesOnOrbit #dailyorbit