The Theses

Beef Imports Surge
Overseas beef will flood the US market.
Fiat System Collapse
The entire fiat monetary system is collapsing. Not just USD. Silver and real assets benefit. Gold is overvalued relative to silver at current ratios.
NYC Housing Drop
New York real estate prices will decline.
Monetary Exchange Industry Death
The companies that profit from facilitating monetary transactions are dying. Payment networks, wire transfers, processing infrastructure lose their business model.

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