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macro issues

Stocks and Shares ISA , Choosing funds for ISA's, risk factors for funds etc
Investment strategy discussions not dealt with elsewhere.
casapinos
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macro issues

#2821

Postby casapinos » November 9th, 2016, 2:17 pm

HI folks, as a fan of the former Berts board I was looking for a macro -type board here, not finding anything suitable I offer the above title and a longish list of topics i'm wrestling with in seeking to decide whether , when , where and how to invest in the coming months/years.

Macro trends to debate

the end of QE and its consequences
the end of the "bond bubble"
China's debt
broken "Brics"
energy policy
the "end of trade?"
excess money

specific trends(maybe)i'm looking to cash in on ;
the implications of internet shopping , including impact on retailers, transport and packaging co's
new energy, tidal,wave energy, better batteries etc
growth in online data traffic, quad play services etc
3d printing -is it significant?
will the gig economy flourish/ survive?impact on hotel co's?
Transport issues,electric vehicles,autonomous vehicles,hyper loop etc
p2p lending

No doubt dozens of others - in pursuit of keeping these fora open i will contribute more directly than in the past , returning to some of these issues with the fruits of my research.
see you anon
casa

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Re: macro issues

#2961

Postby GoSeigen » November 9th, 2016, 6:23 pm

Casapinos

HI folks, as a fan of the former Berts board I was looking for a macro -type board here, not finding anything suitable

You may have missed "The Economy" board here:

viewforum.php?f=62

Presumably it is intended to replace Berts board, "PPP Macro" and "Economic Markets and Trends" from TMF all of which covered roughly the same topics.

I think readers of both this board and "The Economy" would welcome it if you reposted over there...

GS


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