Originally Posted by cdcox
Kyle, your arguments are in exact agreement with my point. Dollars are sitting on the sideline when there are profits to be made because investors aren't bold enough to move given the uncertainty. However, there are plenty of opportunities right now; business leaders are just afraid of which investments will pay off. Smart money would lay down a lot of investments across broad sectors; some will win, some will lose, but if you have business sense, you'll have more winners than losers because the overall market is under invested. It basically boils down to one of two cases: 1) our "job creators" aren't smart enough to invest broadly to take advantage of an under invested business situation or 2) things are truly shitty and uncertainty isn't holding anything back. If people are staying back due to uncertainty, there is a crap load of money to be made.
Oh, I wasn't necessarily disagreeing with ya, I was just expanding on what you posted.
You are correct that there is a crap load of money to made right now, for sure. BUT this again goes back to RISK vs UNCERTAINTY
. The ballsy investors are willing to take risks and win sometimes and lose others. The STUPID (in the eyes of most business people) investors are the ones who are willing to jump in completely BLIND. Yes, many of those investments will pay off, but you are counting on a a great deal of pure LUCK not business acumen. I can't stress enough how important it is to differentiate the two.
Now, what I just said is a gross simplification and plenty of examples can be found where it doesn't apply.