Robert Young's Blog – October 2015 Archive (3)

I Still Hate Neil Irwin, Part the Third

Spent the last week on the Island, wonky WiFi and just the Wifey's Windoze laptop. No editor or links. Very quiet on the rabble rousing front. So, I get back and The Times does its cynical, or ironic, or sarcastic two-step. Time to rabble.

First, a long piece on collapsing commodity markets. I'll just leave that for you to peruse at your…

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Added by Robert Young on October 25, 2015 at 11:00am — 11 Comments

The 2 Percent Solution

For some time, both the quant version of these endeavors and the macro-economic version have harped on the quite apparent lack of investing in real assets. Corporations are sitting on $2+ trillion just overseas. QE money has largely gone to financial instruments. True innovation in physical widgets has clearly stalled: the best new thing is Force Touch on an iPhone?? Really?

The CxO class just can't seem to find creative ways to allocate fiduciary capital to physical form. I found…

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Added by Robert Young on October 16, 2015 at 1:22pm — 5 Comments

Hubris

Volkswagen demonstrated, once again, that The Masters of Universe make money the old fashioned way, they steal it. So, what does the Angela of death have to say?



"I believe the reputation of the German economy and the trust in the German economy has not been shaken by this to the extent that we are no longer considered a good business location," she told Deutschlandfunk, according to…
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Added by Robert Young on October 4, 2015 at 7:55pm — 7 Comments

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