Logged in just to comment on this as well. Housing and construction? We already have way too many homes people can no longer afford either do to foreclosure or income limitations. Manufacturing? Have you seen where real wages are at? Maybe business capex, but there isn't a whole lot of disposable income at the moment if you have a family and make under $100K/year.
And finance. Oh finance. Like we need Yet Another Financial Product To Fuck Us.
Returns? Its hard to generate returns when the majority of your population is shifting towards retirement (in the US) and the wages of your up and coming audience/consumers (18-45) are anemic at best (if there at all).
It's difficult to predict what the future bread-and-butter markets will be.
Let's say that IT will account for 20% of a post-recovery economy. In that case replace my enumeration of a few markets by 'whatever makes up the other 80% of the market.'
And finance. Oh finance. Like we need Yet Another Financial Product To Fuck Us.
Returns? Its hard to generate returns when the majority of your population is shifting towards retirement (in the US) and the wages of your up and coming audience/consumers (18-45) are anemic at best (if there at all).