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The Productivity Paradox is Back – Fat Tail Daily
In 1987, the brilliant economist Robert Solow made an observation that haunts markets right now. He wrote: ‘You can see the computer age everywhere but in the productivity statistics.’ That was nearly 40 years ago. The personal computer had arrived, and corporations were pouring money into hardware, software, and IT departments. The promise was transformational…
Light Vehicles Sales “Beat the tariff” at 17.3 million SAAR in April
by Calculated Risk on 5/01/2025 05:08:00 PM Wards Auto released their estimate of light vehicle sales for April: Tariff-Induced Buying Pumps U.S. Light-Vehicle Sales for Second Month in April (pay site). Tariff-related buying lifted sales over the past two months to a seasonally adjusted annual selling rate of 17.6 million, well above the roughly 16.0 million…
India’s Steel Imports from China Reach Record High – Equitypandit
December 5, 2024December 5, 2024 According to provisional government data, India’s finished steel imports from China hit a record high in the first seven months of the current financial year, raising concerns among small Indian steel producers. India imported 1.7 million metric tons of finished steel from China during…
Trump’s latest appointments just sent shockwaves through Wall Street—how will the Democrats respond? 🚨
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Comfort Systems Dividend Increase
On 24 April, Comfort Systems (FIX) increased its dividend by 12.5%, from 40¢ to 45¢ per share. The dividend is payable on 27 May to shareholders of record on 16 May. FIX’s forward yield is 0.45% at $397.43 per share. I own 33 FIX shares at an average cost of $339.41 per share. FIX’s contribution to DivGro’s projected annual dividend income…
