Investment Strategy Today

Medidata Solutions [MDSO] earns a SELL consideration, much of the news media is talking about a global slowdown, the global economy is slower, but is it bad? Most discussions are pointed to trade wars, but export/import prices do not demonstrate increased prices and most manufacturers are distributing their production capabilities around the world while becoming less dependent upon China. Is that not a good move for longer term stability? Maybe my understanding of industrial management distribution logistic theory is rusty, but I was always taught to make sure your manufacturing and distribution was never critical path dependent. Maybe it is part of the New Economy – No profits and Destructive vulnerability. Good combination.

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Posted by Steve Albrecht