291–300 of 321 posts
Best to watch what the legendary investors are doing. People like Warren Buffett, Prem Watsa, and the likes.
There's a bubble. A bubble of desperation. You can't put your money in the bank due to the low interest rates. Traditional businesses are not doing well. Investors are desperate to put their money to work. So we see bubbles in tech, bubbles in cryptocurrencies, bubbles in startups. Best to watch what the legendary investors are doing. People like Warren Buffett, Prem Watsa, and the likes.
Given the right amount of capital and assets, Netflix sounds like way more capable of growing than Time Warner in the next 5 years. Time will tell.
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Not trying to invalidate your larger argument, but it's worth noting that there is no such thing as "trickle-down theory" https://blogs.spectator.co.uk/2015/04/sorry-but-trickle-down... . Never was, never will be. It's a strawman through and through, originating in mockery, amounting to nothing more than "screw the poor" slogan that no self-interested economist could have endorsed. Its only purpose is to ridicule the…
You cited an article that basically says 'Trickle down doesn't exist, plebs. But hey, trickle down totally works! Here's why!'. What he describes is the policies that people refer to when they say Trickle Down.
TD has been referred plenty, not under than name. You'll find a bunch of economist views (positive and negative) under supply side theories which is often steeped in trickle down theory.
And then the article promotes TD under the logic; "the sequence of payments is directly the opposite of what is assumed by those who talk about a ‘trickle down’ theory. The workers must be paid first and then the profits flow upward later – if at all." based on a couple of examples and his loose theory without any real research.
There are plenty of proper studies to the contrary available with an easy google.
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The only things I can think of are: 1) AI. Somehow, we finally get the AI working, and it somehow produces a lot more jobs. I really think the opposite will happen, but who knows. 2) Climate Change. The ever rising waters and the ever worsening storms will cause nations to re/build large infrastructure projects. Think seawalls and repairing the NYC subway. I don't think that will be good, as it'll mostly just be debt…
> it somehow produces a lot more jobs. Recall a few days ago some people were trying to reconstruct the genome of the first black man in Iceland. There's no way anyone could have a job doing that in anything but a very wealthy society. In other words, AI won't create jobs in manufacturing, but it will enable unexpected jobs to be created that would otherwise not be cost-effective.
Recall who funded that work.
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The only things I can think of are: 1) AI. Somehow, we finally get the AI working, and it somehow produces a lot more jobs. I really think the opposite will happen, but who knows. 2) Climate Change. The ever rising waters and the ever worsening storms will cause nations to re/build large infrastructure projects. Think seawalls and repairing the NYC subway. I don't think that will be good, as it'll mostly just be debt…
> it somehow produces a lot more jobs. Recall a few days ago some people were trying to reconstruct the genome of the first black man in Iceland. There's no way anyone could have a job doing that in anything but a very wealthy society. In other words, AI won't create jobs in manufacturing, but it will enable unexpected jobs to be created that would otherwise not be cost-effective.
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The only things I can think of are: 1) AI. Somehow, we finally get the AI working, and it somehow produces a lot more jobs. I really think the opposite will happen, but who knows. 2) Climate Change. The ever rising waters and the ever worsening storms will cause nations to re/build large infrastructure projects. Think seawalls and repairing the NYC subway. I don't think that will be good, as it'll mostly just be debt…
4) Unmanned mining in space - as automation and machine learning progress capturing the right asteroid could bring in a few Billion or Trillion worth of nickle or whatever.
[0] http://www.mining.com/this-australian-man-just-found-a-massi...
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> The problem is there's no growth to be found anywhere. Cryptocurrencies and ICOs. Applied neural networks. Automation. Good electric cars. To the point where people are prepaying for something that might be built in a few years. Good cheap batteries.
> Automation It seems like this is the opposite of growth - as more jobs are automated, fewer people will be able to buy the products that are created by the automation.
Do you want more money but the same amount of widgets or do you want the same money but more widgets?
The entire stock market feels like its in a bubble. Netflix stock gained more than 25% in the past one month. Their free cash flow (FCF) has been negative every single quarter and will be for many quarters to come. Stocks trade based on discounted cash flow(DCF). Netflix however produces no material return for investors and still majority of the analysts keep putting higher and higher price targets, its like they are…
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Are more people going to subscribe to Netflix because of this? Will they be distracted from the core business? Building a streaming video service is very different from building games of any sort, do they want to dilute their talent by going out and hiring for this? Sorry but I just don't see how this in any makes sense other than, "hey Netflix is doing really well, why don't they pull a Google and start throwing spa…
Do they ever actually hire people directly to make any of their content? I assumed it was all contracted out to production companies, I know it is for some shows. They could do the same thing for games just acting like a distributor. I think it's more likely to keep people subscribed then generate new subscriptions. No one person is going to like all the content they make. Personally I'd really enjoy having some fun…