Matt BusigininNew River InvestmentsThe Robots Have Taken Over (Our Brains)Everyone’s worried. Even Jack Ma thinks that his job is in danger from robots. And he’s not alone. Nary a planetary rotation completes…May 7, 20172May 7, 20172
Matt BusigininNew River InvestmentsThe Mythological Machinations of The Compensation/Productivity GapAccording to the BLS’s Labor Productivity and Costs series, since 1947, Real Compensation Per Hour is up 212%, while Real Output Per Hour…Nov 12, 2016Nov 12, 2016
Matt BusigininNew River InvestmentsThe A/S and A/D Curves Are Not A Wassily Kandinsky PaintingPractitioners of economics have funny ideas about inflation these days. Inflation data amongst economists have developed into a veritable…Oct 11, 2016Oct 11, 2016
Matt BusigininNew River InvestmentsThe Fed Is Repeating A 1937 Mistake(but not the one you think)Jul 3, 2016Jul 3, 2016
Matt BusigininNew River InvestmentsValuation and Profit GrowthAsset returns can be considered a function of the differential between expected real earnings growth, and realised real earnings growth…Jun 27, 20163Jun 27, 20163
