Friday, June 20, 2025
Capital Investments on the rise
If you believe this article, this is more or less mandated by the laws of economics, as goverments get more desperate for money, and interfere more and more in the banking system.
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%.
Labels: economics
