As the economic recession is proving to be deeper & broader than anyone expected, there will be one set of clear winners -- beneficiaries of the almost one trillion dollar stimulus package. With even healthy companies belt tightening (see Google, Microsoft, Digg recent job cuts), the stimulus package will now have near exclusive ownership of this elusive category: where are jobs & stock investments safe?
So everyone should look at the spend in this package -- one industry winner that is emerging is broadband, with a near $3B bet in this space. We may not like the government messing with free markets, but there is no reason why we can't benefit from it -- pay close attention to the winners in the package because they look like the clear heavyweights to back.
Aveek Guha
President, MBA Day Camp
www.mbadaycamp.com
https://mbadaycamp.typepad.com/mbablog/
So everyone should look at the spend in this package -- one industry winner that is emerging is broadband, with a near $3B bet in this space. We may not like the government messing with free markets, but there is no reason why we can't benefit from it -- pay close attention to the winners in the package because they look like the clear heavyweights to back.
Aveek Guha
President, MBA Day Camp
www.mbadaycamp.com
https://mbadaycamp.typepad.com/mbablog/
President, www.mbadaycamp.com
