2.Europe is very weak. ECB is Contemplating a a new LTRO- with a twist.
Nothing new here, as i have mentioned in several posts in the past the problem with the world is excess capacity/overproduction. When that is the case we have deflation, people try to lure customers with the lower price. The only companies that can do well in this environment are?
1.Brands
2.Companies that help to cut costs (Automation & Robotisation)
3.Monopolies
What to do? Invest your money in the Robot factory or in the Bigger get Bigger theme.
See this link about the same subject
http://thoughtmeme.blogspot.pt/2013/11/brands-monopolies.html
See this link about the same subject
http://thoughtmeme.blogspot.pt/2013/11/brands-monopolies.html
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