Investors in 2022 have contended with a war messy war Eastern Europe, worldwide inflation, and supply chain bottlenecks. It’s been a tough slog, yet there are better times ahead.
The world is shrinking and expanding at the same time, which is confusing on the surface but makes a lot of sense if you think about it. Deglobalization (shrinkage) means more steel mills, mines, and factories (expansion). It also means opportunities for consultants and semiconductor design firms.
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