May 2013

The New R&D: Repurchases and Dividends

“If you look at total R&D growth, including the corporate and government side, the U.S. is now at the low end. We’re seeing other countries, from Germany to Korea to China, make much bigger bets. And if that persists for long enough, it’s going to have an impact.” – Rob Atkinson, president of the Information…

David Trainer in Praise of Slow GDP Growth

There’s an interesting argument to be made about why a slow-growth recovery can actually be beneficial, despite the fact that we can’t seem to get above stall speed and out of the rut. The great thing about this sluggishness return to normal, according to David Trainer of New Constructs, is that the reallocation of capital…