Here is the latest conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything. Is it time to just think short?
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Looks like my neck of the prairie. Except cars hardly ever rust.
The market is as spastic as our government. I figure house prices can sink another 30%, easy.
JCD’s zero corporate tax idea isn’t appealing to me. Businesses want to be here for specific reasons, and they need to pay to play.
We have big markets and much better longer term demographics than Europe or Japan. The US also a top rate university system, even if a lot of the top students are not from the US.
I’m not arguing that we are exceptional in character or creativity. A lot of the tech advances of the 1940s to 1990s were due to a massive USMIL buyer.
What we do have is pretty good, though. Pay to play.