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Interesting!

October 14th, 2010 · No Comments

What informs our opinion..

  1. The rise and fall of the shadow banking system
  2. Stocks have nowhere to go but down
  3. Interesting read on opportunities in clean-tech
  4. Oil after sleepwalking for more than a year, is stretching it’s muscles
  5. The US relative decline, 24 statistics to confirm it

As a note to the latter (#5) link, the figures about manufacturing decline are overplaying the panic. Normal productivity growth will reduce the percentage of people working in manufacturing and could add to the decline of manufacturing as a percentage of output as well (for the same reason, the lack of productivity growth automatically boost the relative size of the public sector).

Tags: Interesting!