Reader DaveinHackensack asks:
If you weren't an EMH adherent, what are some investment ideas you would consider to take advantage of the global economic macro trends you see?
Canned goods and ammunition.
Seriously, I can't separate myself from EMH enough to answer this question. When I look back at decades of predicted macroeconomic trends, I see about 99% bloopers to 1% correct predictions. The only certain trend that I am reasonably certain will not reverse itself is the aging of western societies, but how you should invest in that depends a great deal on policy in those societies. If you can find someone with a miracle anti-aging pill, however, I'd buy.