$GROWTH - Value buyer but growth holder strategy - buying quality companies at discounts and holding indefinitely for families with infinite time horizons
$EQUITIES - US equities remain the best place for long-term wealth preservation due to property rights, market liquidity, and cultural acceptance of success
$MULTIS - US-listed multinational corporations provide global diversification while maintaining US shareholder protections, disclosure standards, and liquidity
Bearish:
$CBBANKS - Central banks won't exist in current form in coming decades - the model of central planning for interest rates is fundamentally flawed like communist price-setting
$VENEZUELA - Venezuela represents unacceptable jurisdictional risk with companies like Colgate taking billion-dollar writeoffs on operations there