I'd rather you find out yourself, what you think the best macro...

I'd rather you find out yourself, what you think the best macro trends are but to get you started. I'll give you a few very slow moving macro trends we are facing:
1. The more governments print money and the banking system propagates the mandrake effect of the monetary system, the more there is upward pressure on the price of gold. M3 vs POG correlation is nearly perfect on a 10+ year scale.
- https://tradingeconomics.com/australia/money-supply-m3
- https://goldprice.org/gold-price-australia.html
2. People are living longer, this will give pharma, health, super and retirement services etc upwards pressure.
3. Unless we find another medium of energy transfer & storage we are stuck with electricity. Don't buy into the lithium/cobalt hype there is no shortage on those buy copper instead. Very clear shortage on copper and copper capex moving forward.
4. Australian population is one of the youngest in the developed world. Dwelling, infrustructure & transport stocks has a great macro tailwind behind it but let the housing crisis play out first.