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Random long form articles

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mosschops
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Random long form articles

#104861

Postby mosschops » December 18th, 2017, 9:33 am

So, I read a lot, from a lot of different sources over the internet. I also browse through a lot of link aggregators like Naked Capitalism, FT Alphaville, Matt Levine’s Bloomberg newsletter and so forth. Here’s a couple that I’ve come across recently that I thought were good.

http://highline.huffingtonpost.com/arti ... llennials/ Huffington Post on the millennial generation being pretty much screwed in the US. Lot of read across to the U.K. as well I feel. (And yes, I had it harder, they spend all their money on phones and coffee etc etc are the traditional counter arguments that don’t stand up to the slightest scrutiny if you actually look at the figures)

https://www.google.co.uk/amp/s/www.wire ... bubble/amp Wired on the backlash against tech. I think this is going to be one of the big political themes over the next few years. Several governments, most notably in the US and the U.K. have in my opinion completely abrogated their responsibilities when it comes to technology and in particular the regulation and control of data.

https://www.bloomberg.com/view/articles ... blind-spot Noah Smith on GDP and it’s inadequacies, particularly in the case of Japan. I go there quite often and it’s lovely, so I always read the predictions of doom about the place with a raised eyebrow. It’s my largest single country allocation at the moment and I’ve done very well from it.

dspp
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Re: Random long form articles

#104880

Postby dspp » December 18th, 2017, 10:49 am

Good picks, thank you. regards, dspp

mosschops
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Re: Random long form articles

#108044

Postby mosschops » January 5th, 2018, 8:40 am

Thought this from Naked Capitalism was good on manufacturing closures in the UK: https://www.nakedcapitalism.com/2018/01 ... gland.html

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Re: Random long form articles

#108078

Postby dspp » January 5th, 2018, 11:12 am

Good in parts. Interesting. If they want to apply their experience mfg wind turbines then they should have spoken up 10-15 years ago. Instead the NIMBYs forced the mfg plants mostly to go to continental EU. Similarly I have seen toxic combinations of unions and mge drive coated paper mills out of business. There is plenty wrong with UK mfg. Making it sub-scale is going to make that worse.
- dspp

odysseus2000
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Re: Random long form articles

#108267

Postby odysseus2000 » January 6th, 2018, 12:03 am

Naked capitalisms article needs to explain why manufacturing pmi is around 4 year highs:

http://www.cityam.com/276760/uk-manufac ... since-2013

However, you won't find such things in these pot boiler articles, written for some money for the author with no use at all for investors.

I have seen countless articles like this & now I rarely bother to read them, far better to look & see what is hoping on in the economy than to have ones mind filled by the opinions of someone who makes a living writing.

Regards,

mosschops
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Re: Random long form articles

#119607

Postby mosschops » February 22nd, 2018, 9:14 am

If you have access to it, there’s a series of articles up on the Heard On The Street bit of WSJ that’s really interesting.

Link: https://www.wsj.com/articles/does-priva ... 1518520639

mosschops
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Re: Random long form articles

#150002

Postby mosschops » July 4th, 2018, 2:53 pm

James Anderson of SMT on “The Great Transition”: https://resoluteoptimism.bailliegifford ... xtinction/

odysseus2000
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Re: Random long form articles

#150099

Postby odysseus2000 » July 5th, 2018, 9:24 am

mosschops
James Anderson of SMT on “The Great Transition”: https://resoluteoptimism.bailliegifford ... xtinction/


In all revolutions there is substantial change. Yes, China has become an emerging superpower & one can argue that Europe is in a phase of secular decline, more difficult to say that of the US which under Trump is in a massive advancement both in technology & wealth, much more like the prosparity & growth of 1950's America than at any time since.

Currently it looks like Europe & Japan are sleeping, unable to seize the moment. The UK had its opportunity with Brexit but has now slid back into the low growth complacency as the politicians lack an ability to move positively forward.

Probably at some future stage Europe, UK & Japan will realise they are not participating in the new revolutions of AI & robotics bringing forth politicians who will improve things, but that may be very late in the game & for now the growth is in China & the US.

It is impossible to guess where these new revolution will take us & what the consequences will be, but it is likely going to far exceed the advancements of all previous industrial revolutions by a huge factor. The advances in renewable energy have practically eliminated the constraints of energy & the move to improve recycling have reduced commodity constraints. Water management & food production seems expandable, such that the primary limitations on where we go as a species are human imagination. As a species we have never been in such a position before: to go where ever we want, yet with an ability to destroy ourselves more quickly than ever before. Interesting times!

Regards,


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