This would mean buying sectors which benefit out of Protectionism and Inflation.
Activity Does Not Equal Progress: The Value of Patience and the Importance of Valuation
The two most necessary preconditions for successful investing are 1.) insight and 2.) patience. One without the other will do you absolutely no good. Held patiently, a diversified portfolio of the right investments can yield strong results.
The Worlds Largest Megaproject
The mammoth size and location of these projects
Evictions by Wall-Street Mega-Landlords Soar, Financialization of Rents Cause “Housing Instability”: Atlanta Fed
Blackstone is the largest owner of real estate and single family rentals in US . Blackstone is also the largest owner of office assets in India.
Japanese white-collar workers are already being replaced by artificial intelligence
So it is not only about blue collar low paying jobs. IBM Watson is already replacing white collar jobs at insurance companies in Japan. if it saves cost and does not offend customers then why not?
India is the Guinea Pig for Electronic Money
Martin always looks at big picture and identify big trends.the trend over the next few years would be bigger govt , more regulations and power to govt owned entities at the expense of free economy.
The Greatest Money Manager Alive Attributes The Majority Of His Success To Just This One Thing
Earnings don’t move the overall market; it’s the Central Bank… focus on the central banks and focus on the movement of liquidity & Capital flows… most people in the market are looking for earnings and conventional measures.
How Amazon, Google, and Facebook Will Bring Down Telcos
Its hard to find an industry loathed more than telcos, which have a reputation for lousy service, opaque billing, and rising rates. The alternate is more of the same hopefully with better services.