From efficiency to resilience

April 5, 2020


Now it's a special time for observing in great detail the world around you. From your basic needs to global political and economic unfoldings. As central banks employ their policies of last resort, employment is rising and deflation is coming. The race to the bottom of competing prices will lead the economic agents down the spiral. Only those with a large cash-based position including some non-correlated assets like Gold and Bitcoin will benefit from the opportunities that will emerge.

But whether you are in this capacity or not it's a great time to reassess “what won't change” as the pandemic unfolds. 

Obviously food, energy, telecommunications, and great commercial real estate are part of the solution. So study well who is doing it right, you could make some great pick on your next investments because the whole market has been crushed by the reappearance of risk, and will be even more when “people sell the news” after a cascade of default and broken supply chains. 

On the other hand, are the things that will need to change :

Online education, personalised healthcare, decentralised finance and work. 

How are you using this time to learn and strategize as the World goes from efficiency to resilience?




An idea a day
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