asterisk2a + printing + western   10

Maybe This Global Slowdown Is Different - Bloomberg View
[ warren buffet investing in america because he sees the long-term outcome of Globalisation (first was incredible pain and then a flat and then a normalisation). He is buying at the bottom of normalisation period. A truly flat, borderless world in next 20-30 years. Where USA is energy competitive with high skilled labour and top notch STEM, Research and R&D through its edu/colleges/university departments. Able to effectively compete. And also lobby for subsidies, gov contracts (ie defense, infrastructure! which will have to be replaced to the tune of trillions), effective tax avoidance & evasion. ] // Building global supply chains became so fashionable for Western manufacturers that they built them even when it made sense to keep production closer to customers; now they're retrenching and revising their approach.
warrenbuffet  USA  economic  history  globalisation  globalization  borderless  flat  world  competitive  competition  competitiveness  competitive  advantage  marginal  cost  economics  of  abundance  energy  price  renewable  energy  STEM  Industrial  Revolution  2.0  infrastructure  investment  western  world  Smart  Grid  deflationary  deflation  secular  stagnation  global  trade  global  economy  global  imbalances  faultlines  Structural  Impediments  imbalance  R&D  Research  digital  economy  knowledge  economy  Future  of  Work  Mobile  Creatives  Software  Is  Eating  The  3D  printing  Robotics  automation  GFC  recovery  long-term  view  long-term  added  value  value  creation  differentiate  differentiation  energy  efficiency  energy  policy 
september 2015 by asterisk2a
Richard Duncan: The Real Risk Of A Coming Multi-Decade Global Depression - YouTube
50 year long debt super cycle & credit bubble up-held. Put. // hasnt created inflation because of Globalisation = deflationary! [3bn ppl living on $2/day] Collapse of marginal cost of labour, offsetting inflation pressure of QE/NIRP/credit creation last decades. // Will eventually haunt people back once globalisation has run its way in ~100-75 years & the world is actually flat. energy cost 0, marginal cost 0, economics of abundance. // // min 23 AND because of this deflationary pressure of globalisation, excess capacity, etc lead to wage stagnation & or pressure to work 4 less (Contractor, Werkvertrag, Zeitarbeit, self-employment, Zero Hour Contract, outsourcing) and longer, in western world. Leads inevitably 2 being pushed into recession & avoiding that authorities always pushed button 4 more credit. Credit growth prevented western world not 2 be pushed into recession in last decades. 2010 Private Sector cant drive recovery! Massive Gov stimulus needed +10 years, not austerity!
debt  bubble  Super  Cycle  Greenspan-Put  Ben  Bernanke  fiat  currency  debt  monetisation  debt  monetization  deflationary  deflation  secular  stagnation  Abenomics  globalization  globalisation  Fed  centralbanks  BIS  economic  history  QE  ZIRP  NIRP  GFC  recovery  western  world  technological  progress  commodity  business  commoditization  economics  of  abundance  marginal  cost  Janet  Yellen  benbernanke  ECB  BOE  BOJ  monetary  policy  Zero  Hour  Contract  neoliberalism  neoliberal  Contractor  Zeitarbeit  Werkvertrag  self-employment  freelancing  freelance  wage  stagnation  wage  growth  disposable  income  discretionary  spending  dot.com  outsourcing  flat  world  credit  bubble  debt  servitude  consumer  debt  student  loan  debt  debtoverhang  sovereign  debt  crisis  student  debt  household  debt  private  debt  fiscal  policy  austerity  Richard  Koo  Mark  Blyth  Joseph  Stiglitz  Robert  Reich  productive  investment  underinvestment  infrastructure  investment  Paul  Krugman  shared  economic  interest  Industrial  Revolution  2.0  Smart  Grid  STEM  education  policy  value  creation  added  value  Manufacturing  3D  printing  energy  price  energy  policy  competitive  competition  competitiveness  competitive  advantage  R&D  Research  Public  Partnership  world  fiscal  d 
september 2015 by asterisk2a
Steen Jakobsen: Get Ready For The Biggest Margin Call In History - YouTube
ideology/Career Politicians/Complacency/Cushy/non-ambitious/AIIB/comfortable //&! bit.ly/1cU2RVS March 2015, SELL & come back in 6 months - bloom.bg/1NTykGB //&! bit.ly/1NJvXai &! bit.ly/1VsYTEJ Outrageous predictions for 2015 were: China devalues yuan 20% [joining others in global struggle to import inflation] &! Corporate high yield market spreads double (higher refinancing cost, which zombie corporations do actually have no pants on as tide goes out) "High yield is a derivative of equity markets. If you believe equities are overvalued, so too is high yield," &! UK house prices crash (foreign hot money, speculative + shortage + Summer 2015 Crash + BOE Taper in 2015/16 = back to reality!) &! Russia defaults again // &! Fed Taper is a "margin call," [need 2 normalize despite its mandate/fundamentals not warranting a hike!] [...] a seven-year bull run 4 equities might be coming to an end [...] the rise (not value) of RMB/Yuan as it becomes free floating out of need] - cnb.cx/1MMyLSC
Abenomics  Yen  Yuan  RMB  devaluation  currency-war  fiat  currency  currency  debasement  currency  war  deflationary  deflation  credit  bubble  PBOC  China  credit  cycle  business  cycle  financial  cycle  financial  crisis  leverage  margin  trading  underinvestment  productive  investment  business  investment  public  investment  personal  investment  infrastructure  investment  rebalancing  structural  imbalance  Impediments  infrastructure  Career  Politicians  short-term  Fortune  500  shareholder  value  profit  maximisation  Wall  Street  ROI  STEM  Research  R&D  business  confidence  consumer  confidence  New  Normal  hunt  for  yield  output  gap  productivity  Software  Is  Eating  The  World  Robotics  3D  printing  Steen  Jakobsen  financial  incentive  secular  stagnation  Manufacturing  Industrial  Revolution  2.0  policy  AIIB  Asia  European  Union  share  buyback  2015  equity  bubble  speculative  bubbles  bond  bubble  property  bubble  asset  bubble  asset  allocation  distortion  demographic  bubble  ageing  population  western  developed  liquidity  trap  UK  USA  Europe  BOE  Fed  BOJ  ECB  bank  bailout  toobigtofail  too  big  to  jail  too  big  to  bail  banking  crisis  sovereign  debt  crisis  austerity  ideology  dogma  economic  history  trickle-down  economics  neoliberalism  neoliberal 
august 2015 by asterisk2a
Paul Mason: what they aren't telling you about work - YouTube
hollowing out // automation - vs - skill & problem solving (figuring out how to automate/put something together/create new) - vs - end of the chain work (low end, manual, repetitive, service...) // within the next 20 years, 47% of jobs in developed world could be replaced by robots/automation/machines // Future of Work is about problem solving, not putting (end of the chain) things together. figuring out the new, making the new, making something better, more efficient, faster, better quality, ... // and as it stands now, those who reap the rewards will be few. and gov policy, ie tax evasion, tax avoidance, tax code, fairness, --- gains have to be shared.
squeezed  middle  class  White-collar  Worker  Blue-collar  Worker  manual  labour  labour  market  job  creation  skill-biased  technological  change  practical  skill  set  practical  skills  skill  gap  capital  skills  skills  gap  automation  Robotics  working  poor  Software  Is  Eating  The  World  3D  printing  Manufacturing  industrial  policy  UK  USA  Europe  developed  western  Future  of  Work  knowledge  economy  Problem  Solving  Mobile  Creatives  Mobile  Creative  domain  knowledge  knowledge  algorithm  precarious  Zero  Hour  Contract  Contractor  self-employment  insecurity  job  security  technological  progress  STEM  Makers  protectionism  Research  Revolution  2.0  Revolution  Universal  Basic  Income  tax  credit  tax  free  economics  of  abundance  marginal  cost  renewable  energy  Marketplace  destruction  creator  innovator  innovation  entrepreneurial  entrepreneurship  entrepreneur  Precariat  Share  post-capitalism  Super  Rich  1%  inequality  mobility  social  mobility  rapid  change  generational  change  tax  code  capital  gains  tax  growth  wage  stagnation  secular  stagnation  productivity  output  gap  shared  economic  interest  Wall  Street  exploitation  shareholder  value  profit  maximisation  fairness  Generationengerechtigkeit  Gesellschaft  identity  status  status  social  status  social  an 
august 2015 by asterisk2a
Japan Exports Its Way to Irrelevance - Bloomberg View
[ Politicians as always will react with reactionary unimaginative policy, competing for the same pie. instead of enabling, supporting new pies to be created. ] But Abe needs to recognize, as China already has, that this is only the latest sign of a broader reality: Asia's old export model of economic growth no longer works. [...] All the stimulus BOJ Governor Haruhiko Kuroda can muster won't change the worsening trajectory of the region's most-populous nation. That's why Abe needs to take a page from Beijing and focus more on creating new industries at home. [ the base of home grown new market/category/vertical also includes sound middle class to buy those products. demand at home. social safety net (security). and less inequality. progressive taxation. fight tax evasion/avoidance, monopoles, monopsonies, bribery, corruption. and politicians making policy for lobby. ]
Germany  Exportweltmeister  Japan  China  India  Latin  America  competitive  competition  competitiveness  flat  world  borderless  globalization  globalisation  differentiate  differentiation  Abenomics  economic  history  IMF  OECD  global  economy  global  trade  Future  of  Work  Universal  Basic  Income  tax  free  Mobile  Creatives  Mobile  Creative  3D  printing  Software  Is  Eating  The  Robotics  automation  ownership  cost  of  ownership  Millennials  consumerist  consumerism  Frontier  Markets  Developing  western  world  UK  USA  Europe  secular  stagnation  developed  world  current  account  deficit  lohndumping  Lohnzurückhaltung  liberal  economic  reform  neoliberalism  neoliberal  Career  Politicians  No  Representation  technological  progress  biotechnologie  biotechnology  on-demand  convenience  marketplace  efficiencies  commodity  business  commoditization  deflationary  deflation  21stcentury  Industrial  Revolution  2.0  policy  error  policy  folly  inequality  Gini  coefficient  social  mobility  mobility  squeezed  middle  class  complexity  Supply  and  Demand  Demand  and  Supply  unknown  unkown  unintended  consequences  asset  bubble  asset  allocation  hunt  for  yield  currency  currency  policy  policy  w 
august 2015 by asterisk2a
Volkswagen: Kommentar zu Rücktritt von Piëch und Ehefrau - SPIEGEL ONLINE
Symptom (first cracks) of an Industry and Industrial Might at the Top of its Power. Fall from grace. Industrial Revolution gets ousted by Industrial Revolution 2.0 (3D Printing, Share Economy, Marketplaces (tradesy, poshmark for fashion), Millennials (preferring not to have possessions and idle assets with low utilisation rates, its about experiences.), Software eats the world, Robotics, Automation, Future of Work, Mobile Creatives. Detroit was the beginning. China, BRIC, Emerging Market/Frontier Market Car consumption is only a buffer and will quickly adopt new generational change seen in western world towards not buying. Status Anxiety/Selbstdarstellung happens now on the Platforms of the internet/Phone. 2nd/3rd photo of your new car is becoming boring & stale. &! bit.ly/1Gwoc4C &! Chronologie des VW-Machtkampfs: Das Golfsrudel [...] Der Machtkampf bei Deutschlands größtem Autokonzern wird immer verworrener. bit.ly/1OUj2hR &! bit.ly/1E8kDOc &! bit.ly/1HGNonr
Volkswagen  VW  Porsche  BMW  Audi  conglomerate  industrial  policy  Revolution  Revolution  2.0  Millennials  Software  Is  Eating  The  World  Share  Economy  3D  printing  Future  of  Work  automation  Robotics  Mobile  Creatives  Mobile  Creative  self-employment  working  poor  precarious  Precariat  contractor  Zeitarbeit  Zero  Hour  Contract  generational  change  homescreen  first  phone  on-demand  convenience  status  anxiety  status  symbol  social  status  Selbstdarstellung  narcissism  society  Western  World  lifestyle  society  culture  marketplace  efficiencies  marketplace 
april 2015 by asterisk2a
We Are All Venture Capitalists Now | TechCrunch
In Mediocristan, you work fixed hours for a fixed wage. In Extremistan, success is enormously lucrative, but failure is far more common … and, for artists, condemns you to a life of grinding poverty and/or working outside of your chosen field. Of course tech startups also live in Extremistan. So too does venture capital itself, a meta-tournament of picking winners, in which enough money is (hopefully) made from the few big hits to outweigh the inevitable failures– –and so too will we all, soon enough. I’ve argued before that, because software is eating the world, “technology is slowly dragging us all, economically, away from Mediocristan and into Extremistan.” The power of software is such that it gives ever-smaller numbers of people ever-greater leverage. Meanwhile, much of yesterday’s rote Mediocristan work can and will be automated tomorrow. As a result, our economies are moving (slowly, in fits and starts) to a power-law Extremistan future. [ Seth Godin "be remarkable" ]
Venture  Capital  Software  Is  Eating  The  World  Future  of  Work  Mobile  Creatives  Mobile  Creative  Robotics  automation  squeezed  middle  class  working  poor  precarious  Precariat  3D  printing  algorithm  marketplace  marketplace  efficiencies  Share  Economy  shareholder  value  Wall  Street  profit  maximisation  Services  Industry  Niedriglohnsektor  service  service  Sector  Jobs  on-demand  convenience  Gini  coefficient  social  mobility  income  mobility  Universal  Basic  meritocracy  meritocratic  American  Dream  self-employment  contractor  Zero  Hour  Contract  Zeitarbeit  STEM  Germany  Western  World  secular  stagnation  globalisation  globalization  flat  borderless  freelancing  freelance  competitive  competitiveness  competition  education  policy  Career  Politicians  protectionism  Makers  policy  folly  policy  error  No  Representation  volatility  complexity  uncertainty  Super  Rich  1%  Extremistan  tournament  ivyleague  Privileged  Establishment  welfare  welfare  state  social  safety  net  USA  UK  productivity  output  gap  GFC  Silicon  Valley  Angel  Investor  Seth  Godin  sethgodin  differentiate  differentiation  entrepreneurial  entrepreneurship  entrepr 
april 2015 by asterisk2a
Mark Hatch & Thomas Kalil | Studio SX | SXSW ON - YouTube
min 8:30 // by 2030, 50% of the employment will be self-employed, contractors, freelancers, consultants ... including on the manufacturing side. not just knowledge workers and the services industry. // western world's middle class and affluence gets hollowed out by the rise of the rest, loss of competitive advantage, and the 2nd industrial revolution. taking greater share of the growth of the global economy, compared to western world.
labour  market  labour  economics  Future  of  Work  self-employment  employment  precarious  working  poor  uncertainty  Zeitarbeit  freelancing  freelance  contractor  Zero  Hour  Contract  consulting  Share  Economy  Services  Industry  service  Niedriglohnsektor  knowledge  worker  knowledge  3D  printing  on-demand  marketplace  marketplace  efficiencies  SME  SMB  Software  Is  Eating  The  World  algorithm  Manufacturing  Robotics  automation  flat  borderless  globalisation  globalization  competitive  Western  World  secular  stagnation  Industrial  Revolution  Industrial  Revolution  2.0  economic  history  protection  protectionism  GFC  output  gap  productivity  recovery  sovereign  debt  crisis  Super  Cycle  squeezed  middle  class  standard  of  living 
april 2015 by asterisk2a
NEA Raises North Of $3B For Its New Fund | TechCrunch
I consistently hear that venture groups raising capital are oversubscribed. That directly implies that the firehose of cash fueling the venture capital and technology markets has yet to abate in any meaningful sense, if at all. The music is still playing, and at a furious pace. But with interest rates at zero and NASDAQ 5,000 back in our norm, who can be surprised? Regardless of how the technology industry apportions the risk created by that level of spend, we can feel secure in the fact that the same risk is concentrated in the private sector. This helps to protect the average person from investing in something more ephemeral than a Snapchat ad. So if it all goes to hell, it’s mostly the rich kids who will take it in the gut. Viva la tech.
hunt  for  yield  ZIRP  NIRP  QE  distortion  incomplete  information  unintended  consequences  bond  bubble  equity  bubble  Private  growth  round  Mutual  Fund  Hedge  Fund  Silicon  Valley  burn  rate  economic  history  savings  glut  productive  investment  Super  Rich  1%  Wall  Street  liquidity  trap  complexity  recovery  GFC  speculative  bubbles  asset  bubble  secular  stagnation  borderless  flat  world  globalisation  globalization  Software  Is  Eating  The  output  gap  Western  productivity  STEM  Robotics  automation  algorithm  AI  artificial  intelligence  marginal  cost  3D  printing  augmented  intelligence  Share  Economy  Services  Industry  service  monetary  policy  austerity  IMF  OECD  debt  bubble  sovereign  debt  crisis  Gini  coefficient  inequality  Career  Politicians  Makers 
april 2015 by asterisk2a
Digitale Revolution: Die Deutsche Wirtschaft ist zu zufrieden - SPIEGEL ONLINE
Skepsis ist angebracht. Die Digitalisierung ist dabei, das Leben umzuwälzen. Wie die Wirtschaft funktioniert, womit wir unseren Lebensunterhalt verdienen, wie wir zusammenleben, wie wir denken, lernen und fühlen - all das ist einem epochalen Wandel unterworfen. Wer die Folgen dieser Zeitenwende vor lauter Selbstzufriedenheit unterschätzt, lebt gefährlich. Eine Studie der Oxforder Forscher Carl Benedikt Frey und Michael Osborne kommt zu dem Ergebnis, dass durch die digitale Revolution 47 Prozent der heutigen US-Arbeitsplätze gefährdet sind; in anderen westlichen Ländern dürften die Dimensionen ähnlich sein. [...] Denn die Digitalisierung führt bei vielen Gütern zu einem rapiden Preisverfall. Zwischen 2010 und 2014 wurden Mobilcomputer in Deutschland um 40 Prozent billiger, IT-Dienstleistungen um zwölf Prozent, Mobiltelefonieren immerhin um neun Prozent, wie das Statistische Bundesamt vorrechnet. [future of Hardware as a Service ...]
Future  of  Work  Mobile  Creative  Mobile  Creatives  Share  Economy  marketplace  efficiencies  marketplace  on-demand  3D  printing  Why  Software  Is  Eating  the  World  Software  Is  Eating  World  Robotics  automation  AI  artificial  intelligence  augmented  intelligence  algorithm  algorithms  homescreen  phone  virtual  reality  Career  Politicians  borderless  competitive  advantage  competitiveness  competitive  competition  BRIC  western  outsourcing  globalization  globalisation  Public  Policy  protectionism  folly  error  education  income  mobility  social  mobility  downward  mobility  social  cohesion  Universal  Basic  minimum  wage  mindestlohn  Germany  precarious  Precariat  working  poor  poverty  squeezed  middle  class  Big  Data  cost  of  ownership  ownership  Open  Source  marginal  cost  cost  of  entry  Signal  vs.  Noise  Silicon  Valley  disruption  disrupting  markets 
march 2015 by asterisk2a

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