Strange myopia investors24 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:
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?