Strange myopia investors

24 сентября, 2021 от fake Выкл

«The rhino is bad vision. But when his weight is not his problem. «

(C) folk wisdom

It seems to me that it is necessary to start with global trends, and not only economic, but also political and demographic:

population growth

problems of CO2 emissions and green energy

exhaustion of individual fossil resources

shortage of food and fresh water

These are the horizons of several decades. You can say — a distant perspective.

Closer, on the horizon of couples-troika years, there are problems less global:

sharply growing and emerging from under the control of governments worldwide Inflation

Pandemic and fighting pandemic (on the economy and the other affects not the best)

Sanctions against Russia and Russian counter-displays

Ideally, the investor find companies that win both from global and more local trends and use the skillful of this «backway wind».

But what is the sense to reflect on such tectonic movements in economics and politics, about such large-scale issues, if even the most simple and obvious things are taken into account by investors not earlier than they burst into them with the nose?

What I mean?