Superbubble is a visual guide to extreme shifts happening in the world's financial systems. The world is changing at incredible speed – economically, culturally, technologically – and many individuals and institutions simply cannot keep up.
The aim is to help retail investors understand these changes – which we call megatrends: long-term macroeconomic forces that transform economies and societies.
Key megatrends transform human behavior and beliefs in ways that are not always obvious … So instead of trying to predict the future, Superbubble aims to:
- gain an accurate picture of what is really happening economically
- present this as clearly as possible – so you can see the big trends
For investors, the benefits of being able to accurately spot trends early – and the opportunities within them – are enormous. Getting it wrong could spell ruin.
But it is difficult. Megatrends can be very hard to see.
Especially now as low quality information is fire-hosed at us from every outlet. Online overload is making it harder for investors to get clear pictures of economically reality.
How it works
Superbubble is built on the belief that the changes happening to the global monetary system can be understood by anyone, even non-credentialed financial outsiders – like me.
A simple – and accurate – economic framework can help investors make informed choices on where to allocate capital in an environment that can look chaotic and bewildering.
To do this we use a four step structure – to see and understand emerging patterns of change, that gives us clues about what could happen in the future.
The Superbubble Framework
The Superbubble framework is a simple way to help investors understand four main things:
1. Where we are:
The major economic megatrends shaping society, and the investment opportunities these trends create.
2. How we got here:
The problems that prevent these opportunities being unlocked.
3. Where we are going:
Investable solutions to those problems, and catalysts that make ‘now’ the time to act.
4. How we get there:
The companies and assets poised to gain most from opportunities highlighted by the Superbubble framework.
The Superbubble framework in action:
So far, this framework has served well. I go into greater details below with links to posts elaborating each stage of the framework.
1. Where we are:
An 80-year Western sovereign debt Superbubble is popping, shifting the world to a new global monetary order. This transition is creating huge transfers of wealth, and new sets of economic winners and losers.
2. How we got here:
A little economic history is crucial to understand our unstable and unsustainable economic history. Few investors are interested in economic history, so I distill what matters into a compelling, actionable narrative.
3. Where we are going
The world is getting real. Get real means correcting the overvaluation of Western financial 'paper' assets', and the undervalution of the world's commodities and natural resources.
4. How we get there
This is where we get up to date and tracking the triggers and catalysts for the transition to an emerging global economic order.
🖝 Did Putin Pop the Superbubble? [🔒]
🖝 EU sanctions: Pushing the Wrong Button
🖝 Red Flags: Are the Autocrats Ganging Up on the Dollar?
🖝 Red Flags: Inflation is No Accident, it's Government Policy
This website is most focussed on understanding the megatrends, while Connaughton Research is where I write, consult and raise capital for clients and companies ready to take advantage of the opportunities created by huge change in the world's economic system.