Don't know if you have read it but "Tomorrow's gold" by Mark Faber is really a great book for this moment. it was written in 02, after a tech bubble right before USD decline and comodities and EM outperformance.
Some teachings in the book are timeless & eye-opening. Other permit to put in perspective what we might hear again today (de-dollarisation, gold standard...). IMO a great book that every cycle/value investor should read
Don't know if you have read it but "Tomorrow's gold" by Mark Faber is really a great book for this moment. it was written in 02, after a tech bubble right before USD decline and comodities and EM outperformance.
Some teachings in the book are timeless & eye-opening. Other permit to put in perspective what we might hear again today (de-dollarisation, gold standard...). IMO a great book that every cycle/value investor should read