Daily Archives: January 6, 2024

Book Bits: 6 January 2024

Any Happy Returns: Structural Changes and Super Cycles in Markets
Peter C. Oppenheimer
Excerpt via Goldman Sachs
Each era has its unique problems and, in many cases, opportunities. As we enter the Post-Modern Cycle, humanity faces a series of major challenges. Changing geopolitical alliances, the future of work, ageing populations and the environment are likely to be prominent issues for the foreseeable future.
From an investment perspective, the end goal looks exciting. A successful transition to a zero-carbon world would not only generate significant improvements in health but, clearly, would hold the prospect of marginal units of energy to be consumed at close to zero cost (both financially and in terms of the planet’s resources).

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