Corporations Don’t Invest Enough

  • We’re experiencing a solid economy with low unemployment, but easy money and now fiscal stimulus are hiding underlying problems from sight.
  • The biggest problem is perhaps disappointing business investment, which is the key ingredient for making the economy future-proof.
  • It is curious, given businesses have enjoyed record margins, profitability, cash hoards, record low interest rates, and now tax cuts and deregulation.
  • We look at possible explanations.

Source: Corporations Don’t Invest Enough | Seeking Alpha