Comment Re:Where in tech is the bubble? (Score 1) 135
There is definitely a bubble in China from reports as they lack safe investments. Prices have risen so much that companies are starting to talk of relocating manufacturing back in the US. This is contrary to decades of manufacturing offshoring; it is not like the US has gotten cheaper in the meanwhile. The Chinese are investing in every non-China asset they can get. So popping the China bubble eliminates that trend. Less interest in US manufacturing re-homing. Lower interest in London Flats by foreign owners. Manufacturing in China is now cheap again.
Oil and Gas will struggle for profits because supply has not changed. At least until the major players agree to a new price fixing scheme. Then we all pay more for energy. This will be eroded by the fact we will be making investments in clean energy. Oil and gas will war with solar and wind on multiple fronts. There will be tremendous change in the automobile over the next decade or two. Investment will remain risky because of the huge capital costs involved. Success will occur in small niches that become models for the industry.
There are a swath of companies who are not in the black at the moment. Accounting gimmicks are at an all time high. The Apple, Google, and Microsoft are trying to break out of their traditional markets in search for growth. They are looking at watches, cars, and refrigerators as (high margin?) opportunities. Money is cheap right now but that is unlikely to last.