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Strategies & Market Trends : Value Investing
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To: Keith J who wrote (63628)4/4/2020 2:42:34 PM
From: E_K_S  Read Replies (1) of 78817
 
Keith I somewhat agree but perhaps long term, companies may focus on having their manufacturing facilities located in the US (for several reasons) rather than in China. The new next generation facilities will be more efficient, supply chains may be closer to the end users.

So what took 15-20 years to move our manufacturing to China (as well as other low cost labor countries) may very well come back to the US in 5-7 years. These new facilities will utilize robots and AI and next generation warehouse/logistics systems updated in real time (using the cloud) so inventories are monitored at the user level.

If US spends a similar amount on an infrastructure bill to upgrade the US domestic infrastructure systems including roads, rail and even decentralized power (think NG fuel cells & solar/wind) to use domestic oil/ng, we could really improve the delivery of our product & services.

I can also see much more spending on how we deliver health care services using Telemedicine, at home testing devices sends data back to your doctor (important for any new pandemic), how we help older people to improve quality of life at home and many other investments that we learn from this pandemic event.

I look at the opportunities and huge efficiencies we gain w/ these new investments. The $2 Trln spent to fight needless wars can now be spent in the US w/ direct benefits to the people.

It may/could be political but w/ this pandemic, it is a wake up call for both parties to work on legislation that achieves domestic independence and makes the best manufacturer in the World.

I do think the recovery will happen sooner rather than later and the market always looks forward.

Stay healthy

EKS
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