Thursday, 25 March 2021

Interesting view on Virus recovery winners and losers

 


This Avonhurst firm do quite a good line in political insight, so I thought quite interesting to see their view of how they perceive the winners and losers from here on in. 

11 comments:

Nick Drew said...

We've a number of esteemed BTL-ers around here who see dire things for the USA too

but in my many decades on this planet, I've seen a lot of bets against America go sour: its depth and inherent flexibility often astounds those thinking in a linear fashion (I've told the story about the Honda engineers before)

so something with the US placed as poorly as on this chart is, errrr, to be viewed with caution, IMHO

E-K said...

Nick - I've often felt that the Americans are undervalued and underestimated.

The best and most creative TV nowadays is American, for example. They have many levels to their character and intelligence.

PushingTheBoundaries said...

Quelle surprise! Germany carrying the rest of the EU out of the darkness. Interesting that Italy is seen to be ahead of France. Do you we know the criteria to determine the placings?

Unknown said...

Somebody has a multicoloured crystal ball.

Pretty but I wouldn't bet or invest a penny on any such predictions.

Don Cox

Anonymous said...

"I've seen a lot of bets against America go sour"

On the other hand, demography is destiny, as it is in the UK. The 205-million US of 1970 did things that the 330 million US of 2019 can't do, and made things that the 2019 US can't make.

https://www.defensenews.com/opinion/commentary/2019/11/12/the-collapse-of-american-rare-earth-mining-and-lessons-learned/

There's a deal of ruin in a nation, but all good things must come to an end.

(I see the reopened US mine has a Chinese minority shareholder and still processes in the PRC, as has this Aussie small cap (the same firm in fact) with a Greenland rare earth prospect - https://www.proactiveinvestors.com.au/ASX:GGG/Greenland-Minerals-Ltd/)

Nick Drew said...

@ ... and made things that the 2019 US can't make

https://www.thedrive.com/the-war-zone/39537/the-air-force-needs-to-reverse-engineer-parts-of-its-own-stealth-bomber

dearieme said...

With 100% of its adults vaccinated I expect a quick recovery from Gibraltar.

Alas, The Rock is not populous enough to pull the rest of Iberia out of the mire.

Anonymous said...

CU, I see that EMED/Atalaya is finally doing something pricewise, as copper prices hit peaks. Any idea how much dilution since say, 2009?

ND - "the parts may have been produced by a smaller contractor that has long since disappeared, taking the bespoke tooling with it"

You might think that, with a trillion dollar budget, you could afford a few people to maintain a (secure) database of all parts and systems matched to weapons suppliers/subcontractors and what their current status is, so that you pick up on it when a small contractor disappears. Not needed for sanitary supplies and caterers, but for everything operational.

Split down into silos for security reasons so it's not all in one place/database, but so that top level people can interrogate the whole thing.

Elby the Beserk said...

Blogger Nick Drew said...
We've a number of esteemed BTL-ers around here who see dire things for the USA too

but in my many decades on this planet, I've seen a lot of bets against America go sour: its depth and inherent flexibility often astounds those thinking in a linear fashion (I've told the story about the Honda engineers before)
===========================================================================

Just finished Matt Ridley's "How Innovation Works", in which he notes that the West is in major economic decline (largely to the success of corporate lobbying for ever more regulation, and the increasing centralisation of government - witness what is happening here under a Tory govt) - i.e. the "depth and flexibility" that characterised the USA of the past, is gone, devoured by lobbyists, MegaCorp and rent seekers. Do read.

Nick Drew said...

Matt Ridley ?

Bit of an irony there!

E-K said...

Made things they can no longer make ?

Modern stuff is voodoo to me. I could at least understand the schematic of a 1970s jet fighter.

Just because it's small and you can't see it doesn't mean that it's not there.

Explain how your touch phone works.