Why infrastructure rebuild? USA has been very good at exploiting the full value of infrastructure investments, by having very old stuff around if it still works. Why should that change in an environment where the nation has to repay debt?
Anyway, I see obesity as a serious threat to western societies, after having seen how much load it can put on health care. Health care simply cannot grow enough to handle it - so unless obesity percentages start to go down, obese and ill people will be without much help. I see a future where more drugs are available without prescription, websites replace visits to the doctor, and where people with money are willing to spend every last dime they have on health care.
I can see serious improvements in our society now: It is socially unacceptable to give visiting children anything that contains sugar, unless you ask the kids' parents for permission first, new buildings are constructed with visible stairs but hidden elevators, sugar drinks are being banned in schools and the schools get healthy free food and it has never been more socially acceptable to eat while moving (in car or walking). It seems to have stopped obesity with kids, but it takes more than that to stop obesity affecting the economy and life quality.
Another thing is the fact, that a lot of know-how about how to use IT to increase productivity significantly hasn't spread, yet. No matter what, this will increase our productivity as time goes.
My bet on stocks right now is in health care. I just haven't found the perfect stock, yet. |
