There is a viewpoint out there that the US economy is headed for trouble. The overall storyline is really quite simple. Asia has hollowed out the US manufacturing base and is now making inroads into services. Job growth is and will continue to be hard to come by. To compensate, the US has temporarily turned itself into a finance-based economy, dependent on paper profits and capital gains that in turn were driven by the march to historically low interest rates.
While there is some consensus emerging that the US economy is over leveraged on debt, there isn’t much agreement (yet) on what should be the stance of the individual investor. There is a wide spectrum of opinions out there. Part of the reason for this dissonance is that we may be oscillating between tipping first in one direction (fire/inflation) and then another (ice/deflation) and eventually crashing to the ground.
This disequilibrium in the US economy is both an investment opportunity and risk. Given the growing connectedness of the Indian economy, the implications are serious for all of us. So if we can improve the health of our inner ear – basically our sense of balance – we will be better able to navigate these treacherous times to our advantage. This site is about an idea of doing just that.
