Source: Bloomberg Visual Data

Category: Corporate Management, Digital Media, Markets

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

2 Responses to “Conditions Favorable for a Capex Comeback”

  1. CD4P says:

    Um, isn’t it always time to buy back company shares? Spending on CapEx means employee wages, health insurance, and pensions, none of which are remotely sexy. Those are the type of expenditures the government is for anyways.

  2. BenGraham says:

    The only line in this chart of significance is the age of non-residential structures. This is only about 15% older than 30 years ago, which is basically irrelevant considering that there are a plethora of explanations for this from improvements in the longevity/usefulness of buildings/equip to how it is accounted for. This “evidence” doesn’t provide much confidence to me. That isn’t to say capex won’t go up materially; just that these charts are meaningless.