Search Results for: robots

Robots, Immigrants from the future – Economist

ROBOTS are having their moment. Today they can jump, walk, speak and run. But they’re at their best when collaborating, soothing the elderly or even making art – Economist (click here if video is not observable)

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New roles for technology: Rise of the robots – Economist

Great cover story and special report in the new Economist on a topic we have been all over.  See here, here, and here.  Make sure you at least catch the cover story. Money quotes from the Economist article: …The biggest … Continue reading

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The Robots Are Here!

“…robots now poses the central economic dilemma of the Obama era” …In their book, Brynjolfsson and McAfee cite a meeting between Henry Ford and Walter Reuther, the union leader. Pointing at his new robots, Mr Ford says, “How will you … Continue reading

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60 Minutes: Are Robots Hurting Job Growth?

In case you missed last night’s 60 Minutes.   Take the 13 minutes to view this fascinating piece about how technological advances, especially robotics, are changing the workplace and is causing unemployment. We’ve wrtitten and posted many times on how technology … Continue reading

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Nonlinear Thinking: Earthworm Robots

Logic will get you from A to B. Imagination will take you everywhere. – Albert Einstein. The boys and girls at MIT, Harvard, and Seoul National University  are keeping busy.  This is truly amazing.   Here’s to imagination getting you from … Continue reading

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Staples Outperformance Signalling a Correction?

Let’s revisit the S&P500 (SPY)  and Consumer Disretionary: Staples ratio (XLY/XLP). Last month we flagged the outperformance of consumer staple stocks relative to consumer discretionary was signaling the pullback albeit a small one — just over 3 percent around the … Continue reading

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Nonlinear Thinking: iLifeguards

Wow!  The robots are even coming for the lifeguards.  Maybe quantitative easing will help reduce unemployment on the beach. Amazing world we now live. Swimmers on Californian beaches are likely to be rescued by a different kind of lifeguard if … Continue reading

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The Oscar Trade: Long Berkshire Hathaway On Anne’s Oscar

Let’s face it folks global markets have turned into the Truman Show. In other words, much, if not, everything is pretty much fake.   An artificial housing recovery based  on repressed interest rates and the effective nationalism of the mortgage market … Continue reading

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Macro Fishing – Five Good Reads

Challenges for the new Governor of the Bank of Japan - Gavyn Davies,  FT Is there a tipping point for government debt? – Washington Post WonkBlog Global Economy-Hoping for Answers to Three Big Questions – Reuters Are Stock Markets Really Becoming … Continue reading

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The Fed and Credit Rationing

John Taylor’s piece in the WSJ yesterday noted, So if investors are told by the Fed that the short-term rate is going to be close to zero in the future, then they will bid down the yield on the long-term … Continue reading

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