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The Gap Years, Summary. The ‘Gap Year Thesis’ is a private piece of work undertaken by the team at Greater Pacific Capital and examines how the nature and use of power is being defined in the aftermath of the 2008 Great Financial Crisis and points to this crisis as the forerunner of a series. The work also examines the implications for the global economic, political and investing landscape. The ‘Gap Year Thesis’ is a wide-ranging strategic piece of work undertaken by the team at Greater Pacific Capital and examines how the nature and use of power is being defined in the aftermath of the 2008 global financial crisis and points to this crisis as the forerunner of a series. The common deeper underlying crisis is a more profound one related to the change in the nature of the resources that are required to reframe our societies in the 21st century. The interim period, according to the thesis, can expect competition for resources from the world’s emerging giants and the mass demand for personal opportunity and freedom that has awakened around the world. Financial crises and the various discoveries of alternative gas provide a temporary solution to a longer term shift that is required. We can also expect a more uncertain and difficult change as the older empires, dictatorships and monarchies decline in power. The US as the sole superpower is at an important juncture in its own history as still the only nation with the intellectual property and financing will but stalled by internal political divisions, a maturing economy with huge systemic deficits. The resulting changes have the potential to create civilisation shifting political, social and economic changes.

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