Wednesday, June 28, 2023

U.S. Treasury Department Says Investments in U.S. Manufacturing is Market Anomaly (Digital Platform Shift?)

Source: US Treasury
They also have a cool emblem.
The U.S. Treasure came up with some interesting reports on how the U.S. manufacturing construction has risen. This would be the precursor to actual larger scale manufacturing. On this level with the multiple forms of infrastructure investment and a new sense of focus by our somewhat prior political insanity we may find ourselves maintaining our position on the top of the global economic pack (Hopefully prior but there are some remnants out there of more political versus practical decisions being made. Sorry, won't go into it now....🙅). 

We need innovation, prototypes, and mass manufacturing. This is why I believe that human capital development mixed with rapid innovation systems can create new innovative products that eventually leads to larger scale manufacturing application through intra and extra entrepreneurship. Let us not mention the potential for profit that wets the palate of the most seasoned investment bulls.

They indicate that based on a comparison of other countries like the U.S. we are a market anomaly. (One might consider the possibility of a platform shift. I mean its possible and it has happened at other times in history. Its not a fact, it just a possibility.)

Unpacking the Boom in U.S. Construction of Manufacturing Facilities

This is why I think there could be a boon fairly soon 23/24. However, the market has change significantly so I'm curious if it still holds true. It looked good at the time I forecasted. We have lots of mixed data out there. 

Infrastructure Bill Passes Senate: Cross-Structure Development Synergy 

I also like this article because it talks about the potential for economic growth brought forward by COVID market disruptions that rippled the economic structure and pushed it into the Digital Era

GDP Contracts 1st Q of 2020-Is It a Short Lived Shock and Digital GDP Recovery?

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