Monthly Archives: July 2014

The credit bubble bought hideous waste and mis-allocation of capital to non-productive, short-term speculation. This has left an aftermath of market saturation and excess capacity hangovers in real estate, retail, malls, restaurants, vacation services, golf courses…not to mention gambling facilities. … Continue reading →

Now we are getting somewhere useful… Struggling to compete with rivals in South Korea or China in businesses like televisions and smartphones, a range of Japanese electronics giants are converting idled factories to agriculture. Here is a direct video link.

Good overview discussion and perspective on our low yield, high risk, capital environment today…and why most financial gurus never recommend low risk (low fees to them) holdings. For years Great Investor Robert Kessler has correctly predicted that interest rates would … Continue reading →