企业有钱不投资固定资产;很多人选择退出劳动力市场,找到工作的工资低;再加上近期所谓的新科技不过就是网上社交APP,对实体经济有害无利,所以钱只在股市里折腾。
productivity growth 与 GDP 增长率正比关系,GDP 又和长期股指正比关系,所以俺长线不看好美股。
Productivity growth has been all over the board for decades, but 2016 is expected to be the first year of contraction since the 1980s. SOURCE: THE CONFERENCE BOARD