These Four Themes Will Define the Next Decade

Everyone at the trough believes that the transition from liquid water (free flowing credit) to ice cannot possibly happen. So when it happens, everyone will be surprised.

Morgan Stanley recently came out with their 3 Themes that will impact markets for many years: longevity, AI tech diffusion, and decarbonization, i.e. the transition from hydrocarbon fuels to so-called "green energy."

That's the status quo: everything's great! Pills that cost $1,000 a month will make us live longer, AI will increase corporate profits (whi…