Macro Strategy Insights

ProSec™ and Electricity

By the time you read this I will either be incredibly happy with the Jays winning the World Series, or very depressed. In any case, the MLB Playoffs have been great. I have no idea how the players do it. I’m exhausted, and all I’ve done is watch games. ProSec™ or Production for Security I know ProSec™ isn’t as catchy as Mag 7 or BRICs, but while we wait for someone to come up with a better way to describe the phenomenon that is developing, we will continue to use that. From prior reports: ProSec™ – Investing in a Pre-War ... ProSec™ and Electricity

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