A lot of the stuff written in the above write up attributed to Ruchir Sharma may not be relevant to investing directly. Whatever has been written has been written in simple, easy to understand language. Most of the stuff is self explanatory while some parts of it might need reading in between the lines.
But certain things written like the possibility of topping out of USD for good,
or the anything but China possibility,
or the possibility of a blue swan event, (opposite of a black swan) etc
and the key learning of trying to understand the echo bubbles. Here first there is a bubble kind of rally in stock/commodity ( e.g tesla, or some similar highly fancied stock), then a big fall once there is disillusionment with the prospects of the underlying company or commodity . Once this seems overdone there is a strong counter trend rally, which a lot of people including seasoned analysts and investors mistake for a trend change, but is actually nothing but a counter trend rally from extremely oversold levels.
Some of the trends described above like the fate of dollar, anything but china etc might take many months and years to manifest, but we can keep these at the back of the mind to see the occurence of these events and possible impact of these and opportunities arising out of these.
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