Investment

Invest in American Companies that will be able to adapt and thrive in the global market.

US consumer spending will slow and domestic corporate expansion, funded by credit, will wane due to the fallout of the subprime mortgage fiasco.

There are still bucketloads of money to be made by American companies.

These companies will be in areas which will profit from growing competition over the earth's limited resources.

These companies will exploit the opportunities provided by stunning numbers of brilliant workers who produce a far greater return on a companies investment in their time than most domestic hires. Note that this will continue to be true even in the wake of rising wages abroad.

Foreigners work harder. Period.

Foreigner brilliance is no longer coming to America with the fluidity and flow of the past. Also, it is not coming in the same capacity that it was. It is coming in the form of companies looking to compete, not intelligence looking for opportunity. Now, good companies need to go to them.

The companies to invest in will actively pursue global markets, while localizing everywhere.

Invest in comapnies that are working to wean off of local dependence on US/Eur/Jpn, and allocate it's resources to become a global leader, while being careful to not be dependant on resources either.