The world, it could be said, is entering a new economic and technical market environment. The global economy, from Uber to Amazon to control of digital sales channels is reshaping investing. It is a world that even University of Chicago legend Eugene Fama looks at technology and the rise of passive investing and scratches his head. If some of the major macro themes driving the US and world economy could be summarized it might center on a few key concepts. Among them might be the “Amazon effect” taking over the world and the development of “Uberfication,” ushering in a global…
On This Page
- Technical thematic change: In the future, there will be humans that run computers and computers that run humans. Be on the right side.
- The global change in market environment will create a technical thematic change. In other words: global collaboration and sharing creates new investment directions
- Technical thematic change: Transportation. Travel and "Media," including hook up apps
This content is exclusively for paying members of Hedge Fund Alpha
Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha
Don’t have an account?
Subscribe now and get 7 days free!
