Re: Milken Institute report

This is interesting -- a very counter intuitive report by Milken Institute's chief economist Ross Devol arguing that there will be a corporate recovery driven by massive tech expenditure (hence your look how many computers I have been buying remark) and feeding of overseas markets.

Just what you were telling me...

http://www.milkeninstitute.org/pdf/From_recession_to_recovery.pdf

Landon Thomas, Jr.
Financial Correspondent
New York Times
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unemploymnet vs, unemplyable.. education is misdirected. should be concetrated on training of job skills. triginometry is yesteerdays news navigating social sites. creating new ways of lending . these are skills the urban underclass needs. healthcare needs, european history , how to factor a quadratic equation is still required of the young blacks.. train them on computer use, electorinic music, parenting can be done with tehnollogy.

Great stuff. But how come no big hedge fund is running long on this trade. There has got to be someone out there or are they still in thrall of gold, soros and roubini

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