The IMF Blasts The U.S.
The IMF has become pretty critical of the US economic model, arguing it isn’t addressing rising inequality, stagnant wages, declining participation and social mobility and high poverty levels. While this […]
Is The Fed Is Behind The Wrong Curve?
Debt to GDP ratios have kept on rising since the financial crisis in most of the world, in some parts at alarming rates. While we wholeheartedly agree with the BIS […]
Cypress 3.0 Still On Track
Cypress Semiconductor is in the midst of a corporate transformation that was fueled by two acquisitions. While the company is still digesting these acquisitions, the indications are that the transformation […]
What’s Behind Declining Economic Dynamism?
Several measures like new company formation show a worrying decline in US economic dynamism. Demographics and changes in retail and house ownership explain part of this. Regulation and increasing economic […]
Tesla May Have Taken Wrong Turn On Lidar
A lidar is a light-emitting radar which provides a 3D image of a car’s environment, necessary for autonomous vehicles (AV), but lidars are costly. Tesla, alone among car manufacturers, is […]
Is There A Shortcut For Tesla On The Road To Autonomous Vehicles? – Tesla Motors (NASDAQ:TSLA) | Seeking Alpha
Tesla is taking a different route towards full autonomous vehicles compared to other car manufacturers in dispensing with the lidar. This requires the company to generate much more data in […]
The Wrong Kind of Entrepreneurs Flourish in America – Bloomberg
Because it’s just a transfer from one person to another, rent doesn’t necessarily make an economy less efficient — it’s just often unfair. But Robert Litan and Ian Hathaway, writing […]
Buffett Is Right, The U.S. Pays A Huge Economic Price For Its Wasteful Healthcare
The US healthcare system is rife with inefficiencies; as a consequence, it’s much more expensive compared to other advanced nations. This would be tolerable if it produced better health outcomes […]
Deregulation Rallies Bank Stocks, But Be Aware Of The Risks
Bank shares rally predictably on the prospect of financial deregulation. They did so twice in the past 6 months already. However, financial deregulation is very risky as the cost of […]
Finisar’s Big Value Gap To Lumentum Is Going To Close
Finisar, the biggest optical networking company, trades at a huge discount compared to number two Lumentum. We don’t see reasons for that in terms of margins, growth, profitability or balance […]