- What’s going on in Asia isn’t news that sells. But the consequence is that we are poorly informed about the groundbreaking One Belt One Road project.
- Lack of and poor information doesn’t allow for proper capital allocation and international diversification.
- We’ll discuss what’s going on in Asia and how you can profit from it by buying foreign but also domestic stocks.
What we’re mostly focused on now will probably be completely irrelevant in a few years and will almost certainly be in fifteen years.
Most of the market related talk now focuses around possible tax reform or similar incentives. As these are short term factors and the economy offers no free lunch, nobody knows how those probable measures will actually impact the economy and stocks. More →