asterisk2a + r&d + value   21

ARM chip designer to be bought by Japan's Softbank
ARM-Who? bbc.in/29OUgUM //&! 43% premium // on.recode.net/29On8LK - One key question is whether other firms will let SoftBank purchase ARM or if there will be a bidding war. Apple, arguably ARM’s most important client, and Intel, which lost the mobile chip war to ARM, are both potential buyers. The offer is already a generous multiple. As the FT notes, it’s some 70 times ARM’s net income last year. That’s around the same price-to-earnings ratio as Facebook stock. //&! politicians grasping for a positive headline - bit.ly/29OyjUD - bit.ly/2an8nk6 &! bit.ly/29PpN7N &! bit.ly/29ODbdM << calling a takeover/M&A an investment is criminal. Softbank will extract value out of it for its shareholders. What else?! &! Labeling Softbank as a japanese company; bbc.in/29OhqdK &! Vince Cable worried - bbc.in/2a3c95T &! youtu.be/T4IZdNW-e5U :: M&A is not investment, stupid! misleading people.
M&A  SoftBank  Capital  shareholder  value  shareholder  capitalism  dividends  smart  phone  IoT  profit  maximisation  profit  maximization  equity  bubble  distortion  hunt  for  yield  ARM  Venture  Capital  ROI  Tories  nasty  party  Conservative  technological  unemployment  research  R&D  productive  investment  Intel  Apple 
july 2016 by asterisk2a
Tyler Cowen: "The Great Stagnation", Michael Vassar & Cowen Debate at Singularity Summit 2011
gains are harder to come by! low hanging fruit gone. [...] VISION IS NEEDED TO GET THE JOB DONE.
secular  stagnation  western  world  underinvestment  R&D  R&D  innovation  Innovators  Dilemma  rentier  rent-seeking  oligopol  oligopoly  winner  take  all  babyboomers  Generationengerechtigkeit  fairness  austerity  triple-lock  pension  pension  obligation  recovery  Super  Rich  1%  plutocracy  oligarchy  No  Representation  lobby  Career  Politicians  OAP  demographic  bubble  ageing  population  sick  population  health  crisis  economic  damage  climate  crisis  climate  change  global  warming  productivity  gap  output  gap  GDP  measurement  GNP  nominal  GDP  targeting  inflation  targeting  BRIC  creative  destruction  Mobile  Debt  Super  Cycle  servitude  servicing  service  income  tax  receipts  tax  evasion  tax  avoidance  Moore's  Law  COP21  macroeconomic  policy  microeconomic  policy  OECD  IMF  crony  capitalism  Privileged  Establishment  shareholder  capitalism  profit  maximisation  profit  maximization  shareholder  value  revolving  door  Wall  Street  squeezed  middle  class  working  poor  disposable  income  trickle-down  economics  neoliberal  neoliberalism  discretionary  spending  renewable  energy  infrastructure  investment  Smart  Grid  AI  artificial  intelligence  augmented  intelligence  Autonomous  Cars  ZIRP  NIRP  QE  New  stagnation 
april 2016 by asterisk2a
Why Everyone Must Get Ready For The 4th Industrial Revolution
For example, as automation increases, computers and machines will replace workers across a vast spectrum of industries, from drivers to accountants and estate agents to insurance agents. By one estimate, as many as 47 percent of U.S. jobs are at risk from automation. Many experts suggest that the fourth industrial revolution will benefit the rich much more than the poor, especially as low-skill, low-wage jobs disappear in favor of automation.

But this isn’t new. Historically, industrial revolutions have always begun with greater inequality followed by periods of political and institutional change. The industrial revolution that began at the beginning of the 19th century originally led to a huge polarization of wealth and power, before being followed by nearly 100 years of change including the spread of democracy, trade unions, progressive taxation and the development of social safety nets.
Mobile  Creative  Mobile  Creatives  augmented  intelligence  artificial  intelligence  AI  Robotics  automation  destruction  creativity  book  social  safety  net  welfare  state  tax  credit  working  poor  Precariat  low  pay  low  income  Universal  Basic  income  tax  receipts  job  creation  Service  Sector  Jobs  precarious  work  precarious  employment  Contractor  part-time  Zero  Hour  Contract  self-employment  tax  evasion  profit  maximisation  profit  maximization  shareholder  capitalism  shareholder  value  Wall  Street  M&A  Autonomous  Cars  Google  Car  Uber  public  transport  public  transportation  corporate  tax  rate  tax  amnesty  tax  avoidance  Panama  Papers  offshore  banking  Super  Rich  1%  plutocracy  oligarchy  Soziale  Marktwirtschaft  skills  gap  skills  economy  skill  mismatch  skill-biased  technological  change  skill  gap  skills  mismatch  skills  shortage  skills  missmatch  skill  investment  education  policy  winner  take  all  business  model  R&D  R&D  underinvestment  austerity  Generationengerechtigkeit  fairness  democracy  secular  stagnation  western  world  job  market  labour  market  poverty  trap  economic  history  UK  USA  Europe  Germany 
april 2016 by asterisk2a
Public Investment Payoff Not Necessarily About Efficiency
electrification of public rail - reduce emissions and improve public health (health hazard of diesel train engines proven - for passengers and residents). also improve public health - people ditching their cars! // 8:40 each additional public capital investment might be less valuable after the first road to the sea port. but that does not factor in types and public health and safety. road vs train. diesel train vs electric train. slow train vs faster electric magnetic safe low maintenance train w auto pilot (augmented intelligence). less public health risks, less health hazard, more public safety = less economic damage through a less sicker population (health care cost, health care demand, less work hours lost, higher productivity - healthy, happy people) but micro and macro economists do not put this into their GDP - well being, happiness, public health. // beijings hazardous hair will prove to be hughe economic cost (public health) down the road (chronic pulmonary conditions and cancer = lower productivity, lower discretionary spending because of spending goes to medicine and medical care and down the road leads to old age poverty for some if not the family).
underinvestment  public  investment  austerity  infrastructure  investment  infrastructure  productivity  productivity  gap  productive  investment  rentier  rent-seeking  commute  commuter  commuting  well  being  public  health  UK  Fossil  fuel  industry  fuel  public  health  policy  Richard  Koo  economic  history  recovery  dogma  ideology  free  market  neoliberal  neoliberalism  microeconomic  policy  added  value  USA  investment  spending  R&D  nominal  GDP  targeting  GDP  George  Osborne  output  gap  public  capital  ROI 
april 2016 by asterisk2a
Beware the Minuses of Negative Interest Rates
Whether sub-zero interest rates actually work is open to debate, however. So says Richard Koo, the chief economist of the Nomura Research Institute. “In my view,” he writes, “the adoption of negative interest rates is an act of desperation born out of despair over the inability of quantitative easing and inflation targeting to produce the desired results.” The failure of the BOJ and the ECB to meet their inflation and growth goals is shared by the Federal Reserve and the Bank of England. None of these central banks understand that their textbook solutions don’t fit the real economy, Koo asserts. [...] And on a more practical level, why corporations sit on record hoards of cash (taxes aside). [<< macro prudential policy ] //&! “When no one is borrowing money, monetary policy is largely useless.” [...] Keynes was right and (Milton) Freidman was wrong. - bit.ly/1Kl07Ri & There is no Confidence Fairy //&! fam.ag/1ogOOiM & bit.ly/1LpJL4W & bit.ly/1VgSjAB & bit.ly/214Icm3 & bit.ly/1Kl228n
secular  stagnation  emerging  middle  class  demographic  bubble  ageing  population  western  world  ZIRP  NIRP  QE  distortion  liquidity  trap  New  Normal  financial  repression  GFC  economic  history  Richard  Koo  consumer  debt  squeezed  middle  class  household  debt  credit  card  debt  car  loan  business  confidence  consumer  confidence  student  loan  debt  student  loan  Super  Cycle  debt  servitude  mortgage  market  asset  bubble  speculative  bubbles  hunt  for  yield  hot-money  equity  bubble  bond  bubble  property  bubble  credit  bubble  BRIC  China  student  debt  disposable  income  discretionary  spending  Frontier  Markets  emerging  market  UK  USA  Europe  Japan  Abenomics  Niall  Ferguson  Paul  Krugman  Joseph  Stiglitz  Gini  coefficient  inequality  income  inequality  income  distribution  income  mobility  wage  stagnation  income  growth  tax  evasion  tax  avoidance  Wall  Street  profit  maximisation  shareholder  value  underinvestment  austerity  productivity  output  gap  public  investment  productive  investment  infrastructure  investment  business  investment  STEM  R&D  competitiveness  Robert  Reich  balance  sheet  recession  deleveraging  debtoverhang  zombie  banks  zombie  corporations  zombie  consumer  macroprudential  policy  miltonfriedman  JohnMaynardKeynes  keynes  Keynesianism  Fiscal  Pact  policy  monetary  policy  Schuldenbremse  unconventional  monetary  policy  QT  Taper  money  supply  money  ve 
february 2016 by asterisk2a
Masters in Business: Yale Professor Robert Shiller (Audio) by Bloomberg View
history has proven again, markets are not efficient long-term // psychology is disreputable in econ department. // cognitive dissonance - justifying X action by looking around ... / Efficient-market hypothesis is a hypothesis for a reason; "it's a half-truth" "sometimes market moves don't reflect market news." // irrational exuberance // book fooled by randomness // 24:00 eugene phama - markets are very efficient, prices reflect all the knowledge out there, just buy the index, don't try to beat the market. buy passive index // don't play poker with your life savings. << robert shiller // 30:00 look at politics science, sociology, psychology - influence markets, people. broader disciplines. economists disregard them. // finance is about manage risk! about being a productive society and progress, and not suffer from boom and bust cycle! + financing activities ie VC gov supported R&D // & gov being a support pillar for all and not picking winners, can't forecast the future!
free  market  marketplace  efficiencies  marketplace  inefficiencies  efficient-market  hypothesis  complexity  human  Wall  Street  crowd  herd  herding  speculative  bubbles  distortion  economic  history  GFC  subprime  book  Robert  Shiller  robertshiller  behavioral  finance  behavioral  economics  finance  corporate  welfare  subsidies  subsidizing  corporate  tax  rate  R&D  Venture  Capital  Angel  Investor  Seed  Round  risk  pension  fund  pension  obligation  401k  public  pension  pension  scheme  pension  marginal  propensity  to  consume  plutocracy  Super  Rich  1%  Greed  oligarchy  self-regulation  disposable  income  discretionary  spending  negative  equity  boom  &  bust  secular  stagnation  shareholder  value  profit  maximisation 
february 2016 by asterisk2a
Fred Block: The Tenacity of the Free Market Ideology - YouTube
Fred Block discusses his book “The Power of Market Fundamentalism,” which extends the work of the great political economist Karl Polanyi to explain why free market dogma recovered from disrepute after the Great Depression and World War II to become the dominant economic ideology of our time. // wo state role there would be no market system. // need social democracy in complex diverse society - representing people // freedom in complex diverse society = free of hunger and economic uncertain & freedom of nonconformity - protections, no marginalisation, no economic punishment // social democracy and free market are both Utopias // Thatcher & Co blaming State for malaise! nobody likes technocratic arguments, leaves public out, thus was able to make big return. // wealth creation through efficiency route takes more work and capital than predation (rentier/rent seeking) - ie relaxing fuel efficiency savings regulation for Detroit back in the days // trust that state can support innovation
economic  history  freemarkets  free  market  neoliberalism  self-regulation  neoliberal  book  macroprudential  policy  macroeconomic  policy  microeconomic  policy  Chicago  School  USA  UK  social  democracy  capitalism  dogma  ideology  austerity  trickle-down  economics  globalization  globalisation  borderless  flat  world  Greed  boom  and  bust  crony  capitalism  plutocracy  oligarchy  Super  Rich  1%  democracy  revolving  door  Career  Politicians  No  Representation  social  mobility  American  Dream  meritocracy  meritocratic  Alain  de  Botton  philanthropy  profit  maximisation  shareholder  value  Wall  Street  Gini  coefficient  income  mobility  education  policy  welfare  state  social  safety  net  Supply  and  Demand  market  economy  Demand  and  Supply  JohnMaynardKeynes  keynes  Keynesianism  GFC  Great  Moderation  Great  Depression  Utopia  Ronald  Reagan  Margaret  Thatcher  rentier  rent-seeking  predation  financial  product  wealth  creation  R&D  STEM  productive  investment  productivity  output  gap  public  investment  underinvestment  infrastructure  investment  competitive  competitiveness  M&A 
january 2016 by asterisk2a
Lord Ashcroft 'not settling scores' with David Cameron book - BBC News
"If this was just a revenge job, Lord Ashcroft & I could have published it before the election." bbc.in/1V5Rl94 CoAuthor Isabel Oakeshott //&! bbc.in/1FpIfC4 - Ashcroft quits the House of Lords //&! Ashcroft & Cameron - an inevitable end? Two powerful men need each other, and then one of them becomes more powerful, and doesnt need the other anymore. [...] [book] looks a lot like revenge. [...] The Conservatives needed him, as all political parties need money, & between 2002/11 he gave more than £5m. [ those who want leadership position/power, ie Cameron, are & will be never great leaders when history judges them ] - bbc.in/1MEYLko bit.ly/1LrS8QP bit.ly/1MEppd0 bit.ly/1PktP6A bit.ly/1gH7wvI bit.ly/1NHFptp &! So Cameron was young & reckless. Lucky he wasnt young, reckless & poor - bit.ly/1Oqc8Fg bit.ly/1j3nRwJ bit.ly/1LIGEnD bit.ly/1V6xSoy - Cameron is part of a select group of people to whom different rules apply, and he knows it, [like evryone else in Britain [dubbed Hameron scandal].
Tories  Toff  Privileged  Establishment  David  Cameron  dogma  ideology  neoliberal  neoconservatives  neoconservatism  neoliberalism  Career  Politicians  Generationengerechtigkeit  fairness  austerity  Big  Society  election  campaign  promises  general  election  2015  budget  deficit  bank  bailout  banking  crisis  investment  banking  retail  banking  productivity  George  Osborne  budget2015  output  gap  competitiveness  UK  industrial  policy  policy  folly  policy  error  constituency  babyboomers  lobbyist  lobby  Lobbying  Super  Rich  1%  Westminster  London  general  election  2020  STEM  Research  R&D  Privatisation  Public  Services  NHS  Social  Services  Party  Funding  non-dom  tax  evasion  tax  avoidance  CEO  pay  shared  economic  interest  Wall  Street  self-regulation  deregulation  Brexit  profit  maximisation  Hedge  Fund  tax  code  corporate  tax  rate  minimum  wage  living  wage  child  poverty  shareholder  value  Gini  coefficient  mobility  Iain  Duncan  Smith  DWP  income  mobility  poverty  trap  nepotism  inequality  class  warfare  Gesellschaft  Polarisation  PR  spin  doctor  manufactured  consent  corporate  state  corporate  media  Hameron  Scandal  Entitlement  straight  white  male  male  privilege  alpha  male  white  male  privilege  privilege  Jeremy  Corbyn  Jeremy  Hunt 
september 2015 by asterisk2a
What is Angela Ahrendts doing at Apple? - Fortune
“She motivates people. She inspires people. And she is the sort of person who wants to see things succeed as a team. It’s a rare quality.” [...] Ahrendts believes the key to the company’s future is not just marvelous products, but also engaging and energizing its nearly 100,000 employees, 60% of whom now work in retail division. “If you’re going to employ people anyway,” she says, “why not make them the differentiator? They’re not a commodity.” Now that there are 459 Apple stores in 15 countries, many people have their first Apple experience inside a store—a first impression that could forever tarnish the brand if it’s not good. “Burberry was about building a relationship,” she says. “But it was always about selling an amazing product that you would have forever. Apple is just a deeper relationship with a much broader constituency. Because it’s everybody.” // apple positioned itself just above everyone else it competes w [having a margin!], but not too far up to be douchy, off-setting
Angela  Ahrendts  Retail  brick  and  mortar  business  Apple  aspirational  product  marketing  user  experience  pure  play  e-commerce  Tim  Cook  user  engagement  customer  experience  UI  UX  CEO  Leadership  people  management  team  management  customer  service  customer  acquisition  customer  user  acquisition  user  churn  communication  Positioning  Value  Proposition  added  creation  emotion  advertisement  advertising  status  anxiety  community  community  management  R&D  STEM  Research  IP  intellectual  property  differentiate  differentiation 
september 2015 by asterisk2a
What I Learned This Week About Tim Cook’s Apple | Re/code
[ always along the motto: extension of you, part of you. The new Apple under Jobs was NOT an overnight success! It build on its differentiation, strong base, a cult, a Tribe, 1000 True Fans, and build on it stride by stride. Most capitalistic company out of SV, no counter-culture out of largest corp on world. & can pull of iAd coup because it has monopsony! & Duopoly w Android. ] Many people love Apple, others despise it. But, even without Jobs, it cannot be ignored. There simply is no other company that combines such a high-quality hardware line with such well-regarded software platforms. A faltering Samsung has the former, but not the latter. A strong and admirable Google has the latter, but not the former. If you didn’t believe that before, this week’s event made it crystal clear, with once-bitter rivals like Microsoft and Adobe showing up onstage to boast about how well their products worked with new Apple hardware and software. [ sw & hw iteration = leverage comp advantage ]
Apple  iOS  Hardware  commodity  business  commoditization  Android  Software  Is  Eating  The  World  Software  Google  Inc.  Samsung  HTC  Lenovo  LG  Apple  TV  iPhone  Apple  Watch  Steve  Jobs  Tim  Cook  aspirational  product  PR  spin  doctor  public  relations  Positioning  marketing  public  image  status  symbol  status  anxiety  materialism  consumerist  consumerism  zombie  consumer  socioeconomic  status  social  status  emerging  middle  class  Platform  Silo  Apple  App  Store  Google  Play  R&D  Research  STEM  Microsoft  Nokia  Motorola  Adobe  Satya  Nadella  Leadership  vision  mission  differentiate  differentiation  Selbstdarstellung  Luxury  crony  capitalism  capitalism  post-capitalism  Wall  Street  profit  maximisation  shareholder  value  counter  culture  Silicon  Valley  Internet  Privacy  Privacy  iAd  Siri  AdBlock  personal  assistant  competitive  advantage  corporate  strategy  long-term  view  Tribe  Cult  1000  True  Fans  brand  awareness  Branding  Start-Up  advice  Start-Up  lesson  monopsony  duopoly  antitrust 
september 2015 by asterisk2a
Group of 20 Financial Leaders Agree to Act to Bolster Growth - The New York Times
Ms. Lagarde was even more explicit, making it clear that governments had for too long relied on the supply of cheap cash from central banks that have been running ultra-loose monetary policy. “Monetary policy alone will not cut it,” she said. “It is necessary, it is recommended from our perspective, particularly in Europe and in Japan still, but it will not cut it on its own. “Clearly in the fiscal sphere as well as in the structural reforms sphere, more needs to be done, and it needs to accompany and eventually take the baton from the central bank governors.”
Europe  IMF  UK  USA  western  world  Richard  Koo  recovery  fiscal  policy  fiscal  stimulus  long-term  view  long-term  thinking  underinvestment  productive  investment  infrastructure  investment  industrial  policy  STEM  R&D  austerity  George  Osborne  ChristineLagarde  OECD  GFC  economic  history  trickle-down  economics  neoliberalism  neoliberal  liberal  economic  reform  Research  competitiveness  differentiate  differentiation  value  creation  added  value  Manufacturing  job  creation  Niedriglohnsektor  Service  Sector  Jobs  Future  of  Work  Smart  Grid  renewable  energy  business  investment  consumer  debt  household  debt  debtoverhang  monetary  policy  QE  ZIRP  NIRP  Germany  Pact  Schuldenbremse  Angela  Merkel  Wolfgang  Schäuble  inequality  Gini  coefficient  education  policy  David  Cameron  dogma  ideology  academia  academics  Mark  Blyth  Joseph  Stiglitz  Robert  Reich  Paul  Krugman  wage  growth  income  growth  G20  wage  stagnation  secular  stagnation  globalisation  globalization  flat  world  borderless  competitive  competition  currency  war  currency-war  currency  debasement  Exportweltmeister  BRIC  credit  bubble  global  economy  global  trade  global  imbalances  faultlines  structural  imbalance  Impediments  American  Dream  economy  energy  energy  policy 
september 2015 by asterisk2a
How Legal Immigration Failed Silicon Valley | TechCrunch
Our immigration system hinders entrepreneurship, innovation and productivity. Success in the tech industry, where whole new job categories are created overnight, requires deep familiarity with trends, products and technologies. Learning opportunities abound — if you’re willing to transition to new roles, educate yourself, work on different products or switch companies altogether. Building your own startup, or even joining one, can be the best career move; it offers remarkable potential for growth by wearing multiple hats in an expanding organization. The labor market benefits from this flexibility not just with an improved and adaptable workforce, but also one that creates jobs. The immigration process impedes all these possibilities. [...] [ reset process when switching companies ] [...] And that’s not even the worst part. If you get laid off, you must leave the country. Immediately. [...] Try telling your VC you spent $25,000 of their $1 million funding on immigration fees
USA  immigration  Europe  Germany  UK  skill-biased  technological  change  skills  gap  capital  skills  workforce  migration  ecosystem  Silicon  Valley  Berlin  Start-Up  Scene  London  Scene  Green  Card  job  security  insecurity  American  Dream  entrepreneur  practical  skills  practical  skill  set  skill  job  creation  borderless  globalization  globalisation  flat  world  global  economy  digital  economy  marginal  cost  economics  of  abundance  Future  of  Work  Remote  Work  liberal  economic  reform  policy  error  short-term  view  Career  Politicians  No  Representation  neoconservatism  neoconservatives  Rechtsruck  ageing  population  demographic  bubble  STEM  R&D  Research  Industrial  Revolution  2.0  policy  labour  market  labour  economics  added  value  value  creation  multiplier  education  policy  vocational  education  professional  education  long-term  view  HR  human  resources  hiring  recruiting  recruitment  war  for  talent  H1B  startupvisa  visa  H-1B 
september 2015 by asterisk2a
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
Google CFO Ruth Porat Brings Fiscal Discipline - Bloomberg Business
- hire of Porat makes doubly sense in light of restructuring for the future to Alphabet Inc. holdings // w competition left and right, change in landscape, Europe antitrust, failed Google X project, and other failed acquisitions and internal (new) product launches ... making people able to move in a new landscape. Google is now and has been now for some time, the target for everyone.
Google  Inc.  Google  Google  Search  Alphabet  Inc.  conglomerate  Wall  Street  shareholder  value  profit  maximisation  competitive  competitiveness  Agile  capitalism  Don't  be  evil  Google  X  Google  Capital  Google  Ventures  Android  Sundar  Pichai  self-driving  cars  autonomous  car  Google  Fiber  Project  Loon  Makani  Nest  Labs  YouTube  Calico  business  management  R&D  competition  Google  Glass  Google  Wallet  Google  Play  Google  News 
august 2015 by asterisk2a
Google Creates New Company Called Alphabet, Restructures Stock - Bloomberg Business
[ Cracking under Wall Streets pressure ] The new structure [ holding company ] will give greater clarity into how Google invests in various ventures, including driverless cars, high-speed Internet service and health-related technologies. It also makes it easier to make any future acquisitions or potential divestments. [...] Sundar Pichai, Page’s deputy, will be promoted to become CEO of Google Inc., which generates the bulk of the company’s $60 billion in annual revenue. Omid Kordestani will transition from his role as chief business officer to become an adviser to Alphabet and Google. “Sergey and Larry will be able to allocate their time differently between the core and non-core businesses,” “You have Sundar focusing on the core business, and you will have Larry and Sergey kind of looking at the future growth businesses.” [...] [Larry Page] “Our company is operating well today, but we think we can make it cleaner and more accountable.” [ Google Inc. = Search worlds information. ]
Google  conglomerate  Wall  Street  shareholder  value  profit  maximisation  Alphabet  Inc.  Google  Search  Google  Inc.  capitalism  Don't  be  evil  Google  X  Google  Capital  Google  Ventures  Android  Sundar  Pichai  self-driving  cars  autonomous  car  Google  Fiber  Project  Loon  Makani  Nest  Labs  YouTube  Calico  business  management  R&D  competitive  competition  competitiveness  Agile  Google  Glass  Google  Wallet  Google  Play  Google  News 
august 2015 by asterisk2a
Macroeconomics Causes of Inequality - YouTube
"consumption drives much of the economy" // free up disposable income >> free child care, health care, limit exploitation of financial illiterate people (% interest on pay day loans, overdraft charges, dispo), public services, social services, pension contribution by state (preventing poverty at old age), tax credits for low income and children and carers, free education and vocational education/continual education - enabling to move up the ladder, // min11 - secular stagnation post GFC compared to previous recessions in terms of real household demand (balance sheet recession, debt overhang, deleveraging (debt repayment), and lack of new issuance of consumer credit I guess, too + rising income equality! lower redistribution from top to bottom (fair taxation) reduces recycling of income (freed up by policy items above) into demand. // min 18 - top 5% society (luxury, vanity, status) takes over bottom 80% society in aggregate terms of consumption. Economy driven by WHOM?! Affluent!
income  inequality  inequality  social  mobility  income  mobility  vocational  education  education  policy  Gini  coefficient  Makers  squeezed  middle  class  middle  class  working  poor  precarious  work  Precariat  savings  Proletariat  economic  model  trickle-down  economics  macroeconomic  policy  economic  growth  Super  Rich  1%  tax  free  income  Universal  Basic  tax  credit  tax  code  tax  avoidance  tax  evasion  consumption  consumerist  consumer  credit  creation  budget  deficit  exploitation  shareholder  value  Niedriglohn  Niedriglohnsektor  Lohnzurückhaltung  lohndumping  Zeitarbeit  Leiharbeit  Zero  Hour  Contract  productivity  Werkvertrag  disposable  income  discretionary  spending  contractor  outsourcing  fairness  unrecht  bailout  Career  Politicians  gender  pay  gap  policy  folly  policy  error  Soziale  Marktwirtschaft  working  class  Blue-collar  Worker  White-collar  Worker  knowledge  GFC  debtoverhang  balance  sheet  recession  liquidity  trap  deleveraging  secular  stagnation  austerity  UK  USA  economic  history  recovery  fiscal  policy  fiscal  stimulus  Schuldenbremse  Pact  Western  World  Europe  deflationary  consumer  debt  consumer  confidence  dot.com  Privileged  Establishment  convenience  on-demand  innovation  Silicon  Valley  wealth  distribution  income  distribution  income  growth  income  gap  redistrib 
may 2015 by asterisk2a

related tags

&  1%  2.0  3D  401k  Abenomics  Abgas-Affäre  abundance  abuse  academia  academics  acquisition  AdBlock  added  Adobe  advantage  advertisement  advertising  advice  ageing  Agile  Ahrendts  AI  AIIB  air  Alain  all  allocation  alpha  Alphabet  American  amnesty  and  Android  Angel  Angela  antitrust  anxiety  App  Apple  ARM  artificial  Asia  aspirational  asset  assistant  augmented  austerity  autoindustry  automation  automotive  autonomous  avoidance  awareness  babyboomers  badbank  bail  bailout  balance  bank  banking  banks  Basic  be  behavioral  being  beliefs  Ben  benbernanke  Berlin  Bernanke  big  biotechnology  BIS  Blue-collar  Blyth  BOE  BOJ  bond  book  boom  borderless  Botton  brand  Branding  Brexit  bribery  BRIC  brick  bubble  bubbles  budget  budget2015  business  bust  buyback  Calico  Cameron  campaign  cancer  capital  capitalism  car  card  care  Career  cars  centralbanks  CEO  change  Chicago  child  China  cholesterol  ChristineLagarde  churn  class  climate  code  coefficient  commoditization  commodity  communication  community  commute  commuter  commuting  competition  competitive  competitiveness  complexity  confidence  conflict  conglomerate  consent  Conservative  constituency  consume  consumer  consumerism  consumerist  consumption  Contract  contractor  convenience  Cook  COP21  Corbyn  corporate  corporations  corruption  cost  counter  creation  creative  Creatives  creativity  credit  crisis  crony  crowd  Cult  culture  currency  currency-war  customer  cycle  damage  David  de  debasement  debt  debtoverhang  deficit  deflation  deflationary  deleveraging  Demand  democracy  demographic  Depression  deregulation  destruction  devaluation  developed  Developing  dietary  differentiate  differentiation  digital  Dilemma  discretionary  disease  disposable  distortion  distribution  dividends  doctor  dogma  Don't  door  dot.com  Dream  DSM  Duncan  duopoly  DWP  e-commerce  Eating  ECB  economic  economics  economy  ecosystem  education  efficiencies  efficiency  efficient-market  Einflussnahme  election  emerging  emotion  employment  energy  engagement  Entitlement  entrepreneur  equity  error  Establishment  ethics  Europe  European  evasion  evil  experience  exploitation  Exportweltmeister  fairness  Fans  faultlines  Fed  Ferguson  fiat  Fiber  finance  financial  fiscal  flat  folly  Food  for  Fortune  fossil  free  freelance  freelancing  freemarkets  Frontier  fuel  fund  Funding  Future  G8  G20  gains  gap  GDP  gender  general  Generationengerechtigkeit  George  Germany  Gesellschaft  GFC  Gini  Glass  global  globalisation  globalization  GNP  Google  governance  Great  Greed  Green  Greenspan-Put  Grid  growth  H-1B  H1B  Hameron  Hardware  health  heart  Hedge  herd  herding  hiring  history  hot-money  Hour  household  HR  HTC  human  hunt  hypothesis  iAd  Iain  ideology  illness  image  imbalance  imbalances  IMF  immigration  Impediments  Inc.  incentive  income  industrial  industry  inefficiencies  inequality  inflation  infrastructure  innovation  Innovators  insecurity  Intel  intellectual  intelligence  interest  Internet  investigative  investment  Investor  iOS  IoT  IP  iPhone  Is  jail  Jakobsen  Janet  Japan  Jeremy  job  Jobs  JohnMaynardKeynes  Joseph  journalism  journalismus  keynes  Keynesianism  knowledge  Koo  Krugman  labour  Labs  Larry  Law  Leadership  Leiharbeit  Lenovo  lesson  leverage  LG  liberal  liquidity  living  loan  lobby  Lobbying  lobbyist  lohndumping  Lohnzurückhaltung  London  long-term  Loon  low  Luxury  M&A  macroeconomic  macroprudential  Makani  Makers  male  management  manufactured  Manufacturing  Margaret  margin  marginal  Mark  market  marketing  marketplace  Markets  Marktwirtschaft  materialism  maximisation  maximization  measurement  Meat  media  medical  mental  meritocracy  meritocratic  Merkel  microeconomic  Microsoft  middle  migration  miltonfriedman  minimum  mismatch  mission  missmatch  Mobile  mobility  model  Moderation  monetary  monetisation  monetization  money  moneysupply  monopsony  Moore's  moral  morality  mortar  mortgage  Motorola  multinational  multiplier  Nadella  nasty  negative  neoconservatism  neoconservatives  neoliberal  neoliberalism  nepotism  Nest  net  New  News  NHS  Niall  Niedriglohn  Niedriglohnsektor  NIRP  No  Nokia  nominal  non-dom  Normal  NPL  nuclear  OAP  obligation  OECD  of  offshore  oligarchy  oligopol  oligopoly  on-demand  Osborne  output  outsourcing  Pact  Panama  Papers  part-time  Partnership  party  Paul  pay  PBOC  pension  people  personal  pharma  pharmaceutical  philanthropy  phone  Pichai  Piketty  Platform  play  plutocracy  Polarisation  policy  Politicians  Politics  pollution  poor  population  Positioning  post-capitalism  poverty  power  PR  practical  Precariat  precarious  predation  price  printing  Privacy  private  Privatisation  privilege  Privileged  product  productive  productivity  profession  professional  profit  progress  Project  Proletariat  promises  propensity  property  Proposition  Protection  Psychiatry  psychology  public  pure  QE  QT  R&D  rate  Reagan  rebalancing  receipts  recession  Rechtsruck  recovery  recruiting  recruitment  redistribution  reflate  reflation  reform  Reich  relations  Remote  renewable  rent-seeking  rentier  Representation  repression  research  resources  retail  Revolution  revolving  Rich  Richard  risk  RMB  Robert  robertshiller  robotics  ROI  Ronald  Round  safety  Samsung  Satya  savings  Scandal  Scene  scheme  School  Schuldenbremse  Schäuble  science  Search  Sector  secular  security  Seed  Selbstdarstellung  self-censorship  self-driving  self-employment  self-regulation  service  Services  servicing  servitude  set  share  shared  shareholder  sheet  Shiller  short-term  shortage  sick  Silicon  Silo  Siri  skill  skill-biased  skills  smart  Smith  social  Society  socioeconomic  SoftBank  Software  sovereign  Soziale  speculative  spending  spin  squeezed  stagnation  Start-Up  startupvisa  state  status  Steen  STEM  Steve  Stiglitz  stimulus  Store  straight  strategy  Street  structural  student  subprime  subsidies  subsidizing  Summers  Sundar  Super  supply  symbol  take  talent  Taper  targeting  tax  team  technological  Thatcher  The  thinking  Thomas  Tim  to  Toff  too  toobigtofail  Tories  trade  trading  transport  transportation  trap  Tribe  trickle-down  triple-lock  True  TV  Uber  UI  UK  unconventional  underinvestment  unemployment  Union  Universal  unrecht  USA  user  Utopia  UX  Valley  value  velocity  Venture  Ventures  view  visa  vision  vocational  Volkswagen  VW  wage  Wall  Wallet  war  warfare  warming  warrenbuffet  waste  Watch  wealth  welfare  well  Werkvertrag  western  Westminster  Whistleblower  white  White-collar  WHO  winner  Wolfgang  work  worker  workforce  working  world  X  Yellen  Yen  yield  YouTube  Yuan  Zeitarbeit  Zero  ZIRP  zombie 

Copy this bookmark:



description:


tags: