Freakonomics Radio (9/28/17; Why Larry Summers is the Economist Everyone Hates to Love) Larry Summers: (On infrastructure) “I think we’ve completely mismanaged infrastructure investment in the United States. It’s nuts that when interest rates are lower than they’ve been at any time in the last 50 years that we’re also investing less net of depreciation…it’s […]
Tag Archives: Larry Summers
scuttlebits [FI] Fiserv
[scuttlebit] Fiserv’s October Massacre
November 7, 2025
What are scuttlebits? On the heels of my Global Payments post, another boomer payments stock [...]
Continue reading →[AZEK] Azek [JHX] James Hardie
[JHX] Will James Hardie’s big acquisition pay off?
October 29, 2025
In last summer’s building materials series, I explained how branded manufacturers, like James Hardie in [...]
Continue reading →scuttlebits [GWRE] Guidewire Software
[scuttlebit] Guidewire scales
October 20, 2025
What are scuttlebits? Nowhere is the insurance industry’s notorious resistance to change more evident than [...]
Continue reading →scuttlebits [WISE] Wise plc
[scuttlebit] Wise is probably going to be fine
October 10, 2025
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]
2 Comments
Continue reading →[IT] Gartner
Is Gartner Doomed?
October 1, 2025
In simple terms what Gartner does is it furnishes research reports that executives use to [...]
1 Comments
Continue reading →