Investing for a New Cold War
We look at investing for a new cold war from two viewpoints. How should and will the US military prevent armed conflict by preparing to win should war break out. And, how should you be investing for a new cold war?
Energy Investments for 2022
Last year the economy started to recover and energy consumption recovered too. With continued economic growth one might expect the entire energy sector to prosper through 2022. What factors will affect energy investments in 2022?
Chinese Covid Zero Tolerance and the Supply Chain
Our concern has to do with Chinese Covid zero tolerance and the supply chain. China currently has 20 million people under lockdown. Companies across the world that outsource to China are worried about another nail in the coffin of the ailing world supply chain.
How Bad Will Inflation Become for Your Investments?
Everyone is feeling the pinch at the grocery store and gas station but our concern today is how bad will inflation become for your investments? Do the tech giants have it in them to sustain the market’s ability to keep creating and increasing wealth?
Reshoring and Investments in America
The Covid-induced supply chain nightmare has shut down production lines for lack of the computer chips needed to make cars these days and served as another wakeup call to American businesses to bring production capabilities back onshore. Reshoring and investments in America will provide new opportunities.
Ten Year Risk from China to Your Investing – China’s Goals and Risks
Fifty years ago China was an agrarian society and today it is the largest industrial power in the world. Fifty years ago China was preoccupied with walling itself off from the world and today it is seeking influence and power across the length and breadth of the world. The problem as seen from the viewpoints of many countries is that China seeks to dominate and control instead of working with other nations. The ten year risk from China to your investing has to do with China’s power peaking and the possibility that its aging leader, Xi Jinping, will believe that […]
Ten Year Risk from China to Your Investing – How China Got Where It Is
We see a ten year risk from China to your investing. How did this come about, what are the possible outcomes, and how can you adjust your investing to survive and profit.