The Path Forward
In today’s world, politics has become a more prominent force than ever, influencing decisions on resource allocation and shaping social policies that affect our daily lives. With politicians playing an active role in determining economic and social outcomes, it’s natural for us to feel a deeper investment in political outcomes and a stronger connection to the results.
The economy and markets now face several intersecting challenges. High levels of debt mean a larger share of income is needed for debt service, while technological advancements are reshaping traditional relationships between labor and capital. The scale of global activity is at an all-time high, and demographics are increasingly leaning toward an older average age.
This brings us to The Fourth Turning. Published in 1997 by William Strauss and Neil Howe, The Fourth Turning: An American Prophecy outlines cycles of social change that recur over time. A "Fourth Turning" marks a period of profound institutional transformation, uncertainty, and even conflict, but also holds the potential for lasting renewal and prosperity.
What to Expect: For several years, CRBSS has guided clients on three major themes expected to shape the next 5–10 years: Financial Repression, Fiscal Dominance, and Currency Debasement. These strategies align with the historical patterns described in The Fourth Turning and inform our approach to managing risk in today’s environment.
It’s worth noting that resilience extends beyond financial strategies alone. There are other, non-financial steps you can take to strengthen your overall security and well-being.
Whether you feel positively or not about recent political outcomes, your feelings are valid and worthy of reflection. However, it’s also essential to focus on the strategies and tactics that can preserve wealth and purchasing power over time.
Thank you, valued client, for trusting CRBSS with your financial journey. And to prospective clients—if your advisor is not discussing Financial Repression, Fiscal Dominance, and Currency Debasement, consider reaching out to learn more about our approach
