Welcome to MacroCapture by MI2 Partners! We're thrilled to embark on this new era of macro research with you, combining MI2’s best-in-class macro insights with actionable guidance specifically tailored for individual investors. In this inaugural video, Julian Brigden shares his excitement and gives you a high-level view of today’s market dynamics, detailing how U.S. economic strength has been fueled by foreign capital flows and a strong dollar, creating a “virtuous cycle” of growth and wealth accumulation. However, Julian also highlights the fragility within this cycle, explaining through George Soros's concept of “reflexivity” how shifts in critical factors like dollar strength could drive a major market reversal. This foundational insight will help you navigate potential opportunities and risks as we move forward. As a complement to our institutional research, MacroCapture brings individual investors the same high-quality analysis that drives institutional strategies. Thank you for joining us in this new chapter—hope you enjoy!
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