Core Viewpoint - The current situation reflects a systemic collapse of monetary, political, and geopolitical orders, which historically occurs under unsustainable conditions [1][13]. Group 1: Economic and Structural Issues - There are three major orders collapsing: monetary and debt order, internal political order, and international order [13]. - The U.S. faces a significant structural problem regarding manufacturing capabilities, with a large portion of the population lacking the necessary skills for modern manufacturing [16]. - The current debt situation is unsustainable, with debt levels that are difficult to manage, leading to increased costs and reduced revenues for businesses [15][17]. Group 2: Global Interdependence and Trade - Tariffs are seen as a response to global imbalances in capital and trade, which are unsustainable [14]. - The interdependence between the U.S. and China is being challenged, raising questions about national security and economic stability [14][19]. Group 3: Investment Strategies - Investors should focus on building a well-structured, diversified investment portfolio rather than attempting to time the market [22][24]. - Cash may not be a safe investment choice in the long term, as inflation can erode purchasing power [30][32]. - Maintaining purchasing power adjusted for inflation is crucial for investment success [31].