I’ve found a great tool to visualize and summarize a country’s or region’s performance regarding trade logistics.
This chart is comparing the US, UK and the top performer Germany to different regions:
This is an important reminder for all of us not to rely too much on our own or someone else’s predictions, when it comes to markets:
From 21 September 2018 S&P 500 Sector composition will change as follows:
Biggest re-classifications will be GOOG, GOOGL, FB, and NFLX so the majority of FAANG stocks will be affected…
Disclosure: We have no positions in GOOG, GOOGL, FB or NFLX.
This is from a Barclays report, meaning that in the Real Estate industry labor’s share of total income didn’t change much in the first 15 years of the 21st century:
This might be due to the industry’s low initial exposure to “routinization”, which was measured at the beginning of the century:
Seems like one of the industries that is immune to the challenges of robotization.
From the first graph, it can also be noticed that the services industry was able to increase its share of labor, while manufacturing and IT were laggards on this front.
This is from Goldman Sachs via Zerohedge: