3min chapter

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#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets

Superinvestors and the Art of Worldly Wisdom

CHAPTER

The End of the Vertically Integrated Producers Cycle

The idea that, oh, I can pass on my manufacturing bit to whatever Bozo wants to do it in China or Mexico is now directly under attack. And workers in the Western world, the people whose main comparative advantage was just to have two strong arms and a willingness to work hard, fell too far behind. The question indeed is, have we come now to the end of this cycle? In essence, President Trump's message is if you want to sell to the U.S. consumer, that's great, as long as you produce here in North America.

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