Tag Archives: capex

Is This What a Credit Bubble Looks Like?

There’s been some buzz recently about a pick-up in business lending. The six largest banks increased business loans at an average annual rate of 8.5% in the first quarter, according to a Wall Street Journal report last week. Other first … Continue reading

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Corporate Capex Fallacies and Why You Shouldn’t Rely on CNBC

We get experts on everything that sound like they’re scientific experts … They’ll sit at a typewriter and make up all this stuff as if it’s science and then become an expert … Now, I might be quite wrong, maybe they … Continue reading

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