Yahoo!Finance morning brief: "shallow and delayed."
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European De-Industrialization
Themes: link here.
European de-industrialization:
- October 9, 2022 -- where this theme will be followed.
We started talking about European de-industrialization last year (2022). The story is now being picked up by edgier sites and will eventually become a mainstream media business story.
Biden got the message, signing off on two huge MAGA bills:
- "the chip act"
- "IRA" -- the inflation reduction act -- in fact, an end to the globalization movement that was begun under the Bill Clinton administration
The US has three advantages:
- an entrepreneurial spirit
- unlimited, inexpensive, accessible, multiple sources of energy
- relative to rest of world: population growing; young, smart workers
Now, this, today, link here:
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