"We Will See the Return of Capital Investment on a Massive Scale"

[flyingkiwiguy]

"We are experiencing a fundamental shift in the inner workings of most Western economies. In the past four decades, we have become used to the idea that our economies are guided by free markets. But we are in the process of moving to a system where a large part of the allocation of resources is not left to markets anymore. Mind you, I’m not talking about a command economy or about Marxism, but about an economy where the government plays a significant role in the allocation of capital."

Russell Napier: The world will experience a capex boom

Market strategist and historian Russell Napier warns of a 15- to 20-year phase of structurally elevated inflation and financial repression. He shares his views on how investors should prepare for this new world.

themarket.ch

 

[Reda]

Russell napier goood article.

 

[Admin]

It is difficult to predict with certainty whether we will see the return of capital investment on a massive scale in the future. Capital investment refers to the use of financial resources, such as money or assets, to invest in projects or businesses with the expectation of generating a profit.
There are many factors that can influence the level of capital investment in an economy, including economic conditions, business confidence, and government policies. In general, however, capital investment tends to increase during times of economic growth and prosperity, when businesses are confident in their ability to generate a return on their investments.

In recent years, many economies around the world have experienced slow economic growth and low levels of business confidence, which has led to a decrease in capital investment. However, it is possible that we may see a resurgence of capital investment in the future as economic conditions improve and businesses become more confident in their ability to generate a profit.


In order for capital investment to return on a massive scale, it will likely be necessary for governments to create policies and conditions that encourage businesses to invest. This could involve providing incentives for businesses to invest in certain sectors or regions, reducing regulatory barriers, or providing access to low-cost financing.
Overall, while it is difficult to predict the future with certainty, there is potential for the return of capital investment on a massive scale in the future. It will likely depend on a combination of economic conditions, business confidence, and government policies.

 

[Rafael castro]

Com Certeza sim, pois apos essa pandemia passamos mais a nos precaver, e guardar mais dinheiro assim o investimento é o melhor negócio ao invés de gastar!!!

 

[Admin]

Russell Napier is a market strategist and historian who warns that financial repression will be the leitmotif for the next 15 to 20 years. Napier argues that the current global economic system is undergoing a fundamental shift, with governments taking a more significant role in the allocation of capital. This shift is being driven by high levels of debt, with governments issuing state guarantees on bank credit to maintain the financial system. Napier predicts that this shift will lead to a boom in capital investment and a reindustrialisation of Western economies, but warns that years of badly misallocated capital will lead to stagflation.