“We Have Been Here Before, Actually” The election is on everyone’s mind and many are wondering what effect it will have on the market. The most effective way to address the topic is to employ the concept of “a picture is worth a thousand words.” We will get through whatever happens. We believe the long-term future remains bright. A Golden Age May Be Around the Corner Carlota Perez wrote the book Technological Revolutions and Financial Capital- The Dynamics of Bubbles and Golden Ages. One of the things we like about her is that she was born in Venezuela and now lives in England- so she has no skin in the game when it comes to politics in the United States- and we like that she thinks in half-
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