My job is to help people make money with money.
Persistently low interest rates and new rules for banks and money-market funds are complicating the task of managing the almost $2 trillion on corporate balance sheets, setting off a scramble to find new parking places for that cash.
By Vipal Monga, WSJ
My job is to help people make money with money.
When rates were high and we could get 5 or 6% for the cash part of a portfolio it was easy life. Now it's getting more difficult.
i see 2 possible ideas to do this:
1.Do as Charles Gave from gave Kal says! Exclude everything that is going to die and you get a portfolio by exclusion.
Exclude people that are going to lose from Robotics
Exclude people that have high energy costs & are high energy users
Exclude small vs big (big are winning).
Buy the center sell the periphery
Buy the big city sell the countryside
Buy the big city sell the countryside
Exclude companies in countries that have a competitive disadvantage (High interest, high tax, low productivity, etc...
Exclude commodities vs (Brands are winning)
etc....
2.Make things happen! . There is no top line growth in the world so you have to create growth.
use your cash to Buy your competitor
Sell units/business that you are not nº1 or nº2
Buy companies that have a bloated cost base and cut costs like crazy (If the PE of the market is 20 if you cut 1 b of fixed costs the market cap will increase by 20x that amount!)
what is not going to work? Sit and watch your money grow without doing anything.
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