bull market reasoning

Rakesh Bhandari bhandari at mmp.Princeton.EDU
Tue Feb 22 06:42:19 PST 2000



>From the accountants' point of view, there is a very definite reason why it
>is not asinine to call the machines "investment" and the research
>"expense", and if you had ever had to deal with a winding up of an
>insolvent company, you wouldn't need to ask why. Because companies cannot,
>in general, own people, they cannot pretend that they own knowledge which
>is locked in those peoples' heads.

Daniel, if research is an expense from a company's pt of view--and do note that through threats of lawsuits, companies do lay claim to employees' brains if they venture off--is it still not an investment in so called human capital from what you call the whole-economy level? Isn't this a problem of externalities that economists like Paul Romer and Richard Nelson have been dealing with? Wouldn't know.

Yours, Rakesh



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