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Non-Tech : The Woodshed
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To: bull_dozer who wrote (60514)10/17/2022 11:45:58 PM
From: bull_dozer1 Recommendation

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teevee

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We Will See the Return of Capital Investment on a Massive Scale

What will this new world mean for investors?

First of all: avoid government bonds. Investors in government debt are the ones who will be robbed slowly. Within equities, there are sectors that will do very well. The great problems we have – energy, climate change, defence, inequality, our dependence on production from China – will all be solved by massive investment. This capex boom could last for a long time. Companies that are geared to this renaissance of capital spending will do well. Gold will do well once people realise that inflation won’t come down to pre-2020 levels but will settle between 4 and 6%. The disappointing performance of gold this year is somewhat clouded by the strong dollar. In yen, euro or sterling, gold has done pretty well already.

themarket.ch
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