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Daily Archives: January 16, 2017
Shilling on inflation expectations, technology, productivity and the 35-year bond bull
Financial analysts who are diligent in their measurements, and independent (as opposed to those who are mandated to perpetually flog financial products), are able to recognize and anticipate financial trends, risks and opportunities. Mean reversion is the immutable law. The … Continue reading
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Rise of the machines: here to stay
Machines will continue to bring manufacturing closer to where the products are consumed, while also eroding human jobs and wages in these areas. Major deflationary force in the world. Number of robots in Amazon warehouses: 2016: 45,000 2015: 30K 2014: … Continue reading
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