Should-Read: Cardiff Garcia: US capex, investment, and growth—re-re-upped: “Srinivas Thiruvadanthai… has passed along his interesting new note about capex… https://ftalphaville.ft.com/2017/06/06/2189480/us-capex-investment-and-growth/ …About the long-term factors that affect capital spending, Thiruvadanthai writes: Many observers have been puzzled by the capital spending weakness in this cycle in the face of an aging capital stock, relatively high profitability, and … Continue reading Should-Read: Cardiff Garcia: US capex, investment, and growth—re-re-upped