GARY KAPANOWSKI: 7 ways to help the middle class

MarketWatch provided an excellent analysis of the ratio of private sector output to labor as compensation.  Unfortunately, the analyst forgot the true influence of automation and productivity gains since 1955.  From 1955 to today, the ratio drops from 62% to 56% or about 10%.  This seems plausible due to the implementation of automation and computers […]

GARY KAPANOWSKI: Companies aren’t taking on as much debt as you think

With the low level of interest rates, corporate America is refinancing the debt level and not issuing more debt.  In fact the net level of debt for organizations has lowered to levels comparable to 2005.  This is against most conventional wisdom since the net debt level increased in both 2012 and 2013.  It looks like […]

GARY KAPANOWSKI: What the market doom-and-gloomers fail to grasp about anemic growth

In this article by Nouriel Roubini, a professor at NYU’s Stern School of Business and chairman of Roubini Global Economics, the emphasis about the pending economic downturn is unfounded based on their lack of understanding of the causes for the current economic condition.  As stated in the article: “The root of their error lies in […]

GARY KAPANOWSKI: Is an accidental currency war breaking out?

As you know by reading my blogs over time, the Fed was stuck holding the bag on leading the economic turnaround.   El-Erian, the world’s most influential economist, explains that the advanced monetary policy cannot complete the job alone.  As all the world’s banks adopt this policy, a race for the top or zero sum game […]

GARY KAPANOWSKI: Why the Sony-Marvel deal is amazing for Spider-Man fans

I got one response to this news:  CIVIL WAR Since the inception of these characters, the Civil War concept and series released in 2000’s pits Iron Man against Captain America with Spider Man as the key figure of what side will he choose.  The back story has implications of today’s society on privacy and who […]

GARY KAPANOWSKI: 3 reasons why stock buybacks are booming

There are many investors talking about the positives and negatives to the increase in the stock buyback programs.  Basically, most organizations are participating in a stock buyback program; thus, the companies are betting on the stock market can generate a better return than their internal programs.  This is usually a losing proposition since the market […]

GARY KAPANOWSKI: Cybersecurity boom

Cybersecurity is becoming the new issue for not only personal protection but also for corporate organizations.  Here are opportunities to benefit from the leaders in this environment. Palo Alto Networks (PANW) – leader in this space and used by Motorola Solutions and Raymond James Financial Fortinet (FTNT) – smaller version of Palo Alto Networks – […]

GARY KAPANOWSKI: What the market doom-and-gloomers fail to grasp about anemic growth

In this article by Nouriel Roubini, a professor at NYU’s Stern School of Business and chairman of Roubini Global Economics, the emphasis about the pending economic downturn is unfounded based on their lack of understanding of the causes for the current economic condition.  As stated in the article: “The root of their error lies in […]

GARY KAPANOWSKI: U.S. growth may sputter with productivity and population growth so low

This article points to the latest data and trends indicating that the US economy will grow less than its potential due to the demographics of its people (resources).  The sum of the productivity growth and working-age population indicates a slow growth economy.  As the working age workforce declines with age, there will be less productive […]