Where to Markets: Themes, Sectors and Ideas to Invest In

WHERE TO MARKETS: A WEEK’S THOUGHTS AND REFLECTIONS

I’ll admit I am not sure where we are headed. Some countries, counties and cities are testing rolling open market activities. Some have tried and have retrenched. All eyes are observing those who look to be doing things right.

What I am encouraged by is that there may be less bipartisan bloviating along traditional party lines. Although we are always under the canvas of the political night, we are all experiencing more similarities that we can agree on. When the “us” is the whole human race, there aren’t the usual “thems” to compare against. In theory, nationalism loses power. 

In reality, of course, since everything must be political, we will likely further divide (and, is there really less bloviation?). Assuming we need to protect the fragile social fabrics that are woven together, where to when we know and understand so little?

WHAT WE’LL CONTINUE TO NEED

Basic needs like food, housing, clothing, the Internet, healthcare – including for sexual/reproductive health, education… going outside and purchasing offline… all toward increased efficiencies, lower costs and increased resilience

WHAT WILL CHANGE… TO WHAT DEGREE?

Nature of work, entertainment, dining, education, medicine, real estate, financial systems (less leverage, less speculation), supply chains, decrease in travel, decrease in entrepreneurship activity, moderated consumer consumption, increase in family/community values and/or faith, voter turnout increases as part of overall increase in coordination across public, private and third sectors, and household savings increase.

WHAT NEEDS TO CHANGE… AND WILL IT (NOW)?

Healthcare, education, financial resiliency and inclusion, balance between privacy/civil liberties and government support/ease of use, gender and social equity, climate change, and… financial systems and capitalism that support corporations and bad behaviour at the expense of individuals, households, communities (champagne socialism, perhaps?).

WHAT’S NEXT FOR THIS BLOG?

I am going to write about the changes we can see within investing in (private) markets, supply chain changes, and gender and social inequities that can be tackled in a COVID-19 and post-COVID-19 world.

MISC. LIST OF THINGS THAT HELPED THESE PAST FEW DAYS
BOOKS 
ARTICLES
PHYSICAL
  • Low bar back squat
    • 20x 225lbs
    • 15x 225lbs
    • 12x 225lbs box squat
  • Stiff legged deadlift
    • 15x 225lbs
  • Bench press 
    • 1RM up to 195lbs
  • In second week of 8-week Olympic lift cycle
  • Sofia just about has her splits down and has some incredible form on her C&J
MUSIC
PODCASTS

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