• It seems that we’re once again in a Solow Paradox world where we see incredible new tech all around us, apart from the productivity statistics.
• We look at three different explanations, not all of which we find convincing.
• At a micro level, change is happening and investors can seek out companies with high investments in technology as these tend to have higher gross margins.

Source: All That New Technology, Why Doesn’t It Boost Productivity Growth? | Seeking Alpha