THE U.S. NEEDS TO REDISCOVER THE MEANING OF INVESTMENT / THE FINANCIAL TIMES OP EDITORIAL

The US needs to rediscover the meaning of investment Fortunes are made in financial markets without benefiting the real economy Oren Cass Bu...

COLLAPSING INVESTMENT DOESN´T MEAN COLLAPSING CHINA / THE WALL STREET JOURNAL

Collapsing Investment Doesn’t Mean Collapsing China President Trump’s trade negotiators may be watching the wrong numbers on China By...

WHY AREN´T COMPANIES SPENDING MORE? / THE WALL STREET JOURNAL

Why Aren’t Companies Spending More? The tax cut gave companies ample means to significantly increase capital spending, but so far they d...

HAVE WE DODGED THE SECULAR-STAGNATION BULLET? / PROJECT SYNDICATE

Have We Dodged the Secular-Stagnation Bullet? Kemal Derviş WASHINGTON, DC – In 2016, Northwestern University’s Robert Gordon publish...

NEW ERA, OLD CONTRADICTION: FEARS THAT MR. XI JINPING IS BAD FOR PRIVATE ENTERPRISE ARE OVERBLOWN / THE ECONOMIST

New era, old contradiction Fears that Xi Jinping is bad for private enterprise are overblown Chinese business has not stopped thriving ...

CHINESE INVESTMENT: A SPONGE WRUNG DRY / THE ECONOMIST

Chinese investment A sponge wrung dry China’s private investors keep their hands in their pockets . ORDERS from on high can sha...

RESIST THE SIREN SONG OF "CHEAP" GOVERNMENT SPENDING / THE WALL STREET JOURNAL OP EDITORIAL

  Resist the Siren Song of ‘Cheap’ Government Spending Investment in public works requires a strategy, not just an impulse, to have max...

THE STOCK MARKET REMAINS OBSCENELY OVERVALUED / SEEKING ALPHA

The Stock Market Remains Obscenely Overvalued by: John Hussman Summary   - The most historically-reliable measures we ident...

A HARD LOOK AT A SOFT GLOBAL ECONOMY / PROJECT SYNDICATE

A Hard Look at a Soft Global Economy Michael Spence   MILAN – The global economy is settling into a slow-growth rut, steered ther...

THE FED HAS HURT BUSINESS INVESTMENT / THE WALL STREET JOURNAL OP EDITORIAL

The Fed Has Hurt Business Investment QE is partly to blame for record share buybacks and meager capital spending. By Michael Spence And...

A NEW CONTRACT FOR GROWTH / THE ECONOMIST

Buttonwood A new contract for growth Short-termism may be caused by the way investors employ fund managers Aug 15th 2015 . BUS...