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Growth (40)

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Investing In The Drone Space

Last week it was amazing to witness entire expressways shut down during the Hong Kong protests.  Something which was not surprisingly given little attention by our "keep the advertisers happy at all costs" mainstream media.  *cough cough*  Thank goodness for technology with this amazing drone footage and social media for 'getting it out there'.  Afterwards I decided to take a further look into the area of investing in drone (and drone component) manufacturers.

I've thrown this together, running on battery only and no internet after having lost power due to a strong storm rolling through the region.  Hey, it's a start, right?

Face it America.  It’s only a matter of time before drone applications become commonplace and drones are buzzing past our homes like…

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Admin

Global Growth Is Slowing Down

IT HAS been a consistent theme of this blog in recent months that global growth has been slowing, a fact some investors may have missed in the good news about American GDP. The latest confirmation came from the World Trade Organisation, which cut its forecast for trade growth this year from 4.6% to 3.1% and for 2015 from 5.3% to 4%. The WTO doesn't forecast economic growth directly; it takes its lead from other international organisations (Rabo Bank reckons the IMF is set to reduce its growth forecast in the next few weeks).

What is interesting from…

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Admin

UPS To Expand 3D Printing In Stores

The 3D industry has reported grown by 21% last year alone and according to the 2014 Wholers Report, the worldwide 3D printing industry is now expected to grow from $3.07 billion in revenue in 2013 to $12.8 billion by 2018, and exceed $21 billion in worldwide revenue by 2020.

After testing 3D printing in it's San Diego stores, UPS has decided to expand it's partnership with SSYS to 100 stores nationwide.  California, Florida, New York, Pennsylvania, and Texas are just some of the states set to open stores with 3D-printing capabilities.

3D Systems (DDD) and Stratasys (SSYS) may be the largest 3D printing companies around, but together they only represented about one-third of worldwide 3D printing revenues in…

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Admin

The Bond Markets Pessimism Is Vindicated

I've been a close observer of the bond market for over 25 years, and it continues to amaze me with its ability to see the future of inflation and real economic growth. 
I've been featuring the above chart for a long time, using it to argue that the market was quite pessimistic about the prospects for economic growth. My theory is that real interest rates ought to track the market's expectations for real growth, and indeed they have. Real growth and growth expectations were very strong in the late 1990s, and real yields on TIPS were very high. Since then, the economy has slowed down and real yields have fallen. 5-yr real yields on TIPS have…

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Admin

Amazon Growth

Jeff Bezos knows; continue to innovate, acquire and turn out new products.....or die.  Investors have rewarded the stock accordingly.  AAPL had the same growth and innovation.  When investors began to doubt, they rang the register until Tim Cook was able to convince them that all was well.  Great job Bezos - keep it up; or else. (click chart to enlarge)

Courtesy of Twitter

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Admin

(edited 1:18pm to add U.S. projections)

Germans have now achieved goals, which coal industry skeptics have been claiming for the last 40 years could not be achieved even by 2050 and is is rapidly becoming a model country for transitions to renewable and sustainable energy proving that "yes, a transition to a renewable energy economy can be done, and it can be down with continuous improvement to existing technology.

Germans have a special word for it -"'Energiewende', or energy transformation - which aims to power the entire country by renewable resources by 2050." Germans are now laying down a challenge for other countries saying there is no longer any excuse for countries to say this is impossible.

June 6, 2014 was a record breaking day for the solar power industry in Germany when the country broke through the…

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Admin

Small Robots Building Large Structures

As highlighted here previously, China is clearly not the only country exploring the wonderful world of 3D printing and it's application to housing.  Sadly the loser will be the average construction worker.

The Institute for Advanced Architecture of Catalonia in Barcelona is working on a set of robots that will soon be able to build complex structures by extruding layers of concrete, a process that might be a bit slow but that will…

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Admin

Solar Shingles; An Idea To Catch On

Like anything else, it will take more widespread usage and increased competition for pricing to drop, but I would install these in a heartbeat if/when the cost became more reasonable.  idk about anyone else but my utility bill is ridiculous at this point.

Dawn Kurry of Biz Journals writes Solar shingles system comes online in Cary North Carolina. Don Hyatt is the first person in the research triangle, and maybe in the whole state, to install the new DOW solar shingles on his home.

Don Hyatt says people have been stopping by his house to admire the shiny new roof.
"I've been waiting for them to become available in North Carolina," Hyatt says. "It's not like solar…

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Admin

World Bank Cuts Outlook But There's Always A 'But'

Here we go again but should anyone be surprised?  This is one of those days when people will come out and say "the market is not the economy" yet we all know job growth remains tepid at best and with that, one has to ask "where will the growth come from?"  See the ginormous infographic below.

World Bank has lowered its forecasts for developing countries, now eyeing growth at 4.8 percent this year, down from its January estimate of 5.3 percent. Signs point to strengthening in 2015 and 2016 to 5.4 and 5.5 percent, respectively. China is expected to grow by 7.6 percent this year, but this will depend on the success of rebalancing efforts. If a hard landing occurs, the reverberations across Asia would be widely felt.

There's always a BUT

Yet …

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Admin

Small Business Growth And Outsourcing

We tend to think of outsourcing as being overseas call centers and phone assembly in China however that's not necessarily the case anymore; especially when it comes to small business.  One has to wonder just how much small businesses think of outsourcing as a business advantage or requirement in order to grow.  This cute slideshare laid it out in simple, easy to understand terms and got my mind to thinking...........

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Admin

At its E3 press conference, Sony just announced that the PlayStation TV game console (known as the PlayStation Vita TV abroad) is coming to the United States and Canada this fall.

The PlayStation TV will come by itself for $99 (you’ll have to bring your own controller) or in a $139 bundle that comes with a DualShock Controller, a memory card to store downloaded games on, and a copy of the Lego Movie video game.

The console will be compatible with many of the games currently available on the PlayStation Vita, Sony’s portable game console. Those will be for available for download on the PlayStation store.

PlayStation TV owners will also be able to log in to…

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Admin

Funday Monday Reads June 2nd

  • Better than expected China PMI over the weekend and ECB meeting on Thursday with LTRO announcement being anticipated and a (speculative) rate cut to help boost their economy.
  • $GOOG is planning on extending its customer base by offering internet usage to the un-wired regions of the world via satellite and boost revenue as well as earnings. The new project's estimated price ranges from $1B-$3B, and will start with 180 small, high-capacity satellites orbiting Earth at low altitude.  180 "low altitude"?  Just how many are up there anyway?  lol
  • Cost-cutting in a digital age to continue.  Imagine the possibilities.  For example one bank digitized it's mortgage-application and decision process, cutting the cost per new mortgage by 70% and slashing time to preliminary approval from several days to just one minute. A telecom created a self-serve, prepaid service where customers could order and activate phones without back-office involvement.…

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Admin

Hedge Funds Storm Into Venture Capital

For those concerned about a bubble in startup land, the number of VC-backed companies attracting valuations north of $1 billion increased sharply this year.  “This clearly is shaping up to be the best year for IPOs in a decade,” said Steve Case, the former head of AOL and now head of his own private investment firm, Revolution.  IPOs are at the core of U.S. and global economic growth and job creation.  A sustainable IPO market requires valuations based on fundamental performance over the long-term. Today’s markets are focused instead on short-…

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Admin

Is Clean Energy A Fad?

At their inception, autos were considered speculative investments. In fact, so were railroads, the light bulb, telephone and internet.  They'll never catch on.  It'll be too expensive.  No one will be able to afford it.  There's no infrastructure for it.  It'll pass.  It's a FAD.

McKinsey feels "The world is on the cusp of a resource revolution". 

So, is cleantech failing? In a word, no. Rather, the sector has experienced a cycle of excitement followed by high (and often inflated) expectations, disillusionment, consolidation, and then…

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Admin

Hump Day Reading

  • For all the worrying about weather impacting job creation, Trim Tabs say real time tax receipt data (allegedly more reliable than BLS data) suggests that the economy has been picking up steam.  24/7WallStreet
  • A 8.2% magnitude earthquake overnight off the coast of Chile with a 2 meter tsunami.  Supposedly mining operations have not been affected buy you try to tell that to silver and gold this morning.  They're not buying it (so far)
  • Interesting metrics from …

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Admin

China Next Step; Infrastructure

We've already seen China build subdivisions, a mall, amusement park, a university and more, all sitting (essentially) empty so what is next?   For your consideration, this McKinsey video where their research shows that over the next 10 years, China plans to spend tens of billions of dollars building thousands of kilometers of metro lines to connect 35 cities (I wonder how many of those are currently ghost cities) which will not only transport people, but enormously improve efficiencies on shipment of goods.

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Admin

I still remember being kept after class and having to clean the erasers, clouds of white dust billowing through the air leaving a film across my skin and causing me to cough like a three-pack-a-day smoker.  The smell is imbedded in my memory as if it as yesterday.   Boy are those days gone.

Fast forward to 2013 and not only are tablets and ipads becoming more prevalent in the classroom, but phones can share files with merely a touch and "the cloud" is only beginning to penetrate the education system, but what lies ahead for technology in the classroom?

For over a decade, the New Media Consortium (NMC) has been charting the landscape of emerging technologies in teaching, learning, and creative inquiry on a global scale.  Here are some…

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I see education in the future being done exclusively in the home Via the Web and Biometric ID or as I like to call em the "digital truancy officers." Also consisting of virtual hologram technology. Both on the lower and higher levels meaning pre-k on up to collegiate. Not only driven by advancements in technology, but combined with the vast data resources/info present NOW that would allow us to do so. And for sure within 10 years time. It's a shame that MIT professor Nicholas Negroponte's XO-Laptop or the "$100 Laptop for Every Child in the World Program" was just a little early. But not wasted nor in vain. Yet one of the Bush Family members is capitalising on the revamping of the computer aided education system not only in this country, but in the bombed out countries we invaded and destroyed their school systems in. A story for another time. The power that be were just too stacked against it along with where we were development and market release wise.. Also with the added…

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