Read more about the article ISM continues to decelerate

ISM continues to decelerate

The September ISM shows manufacturing continuing to weaken Of course, this is a forward looking economic indicator, so why would our friends at the inflation-fighting Federal Reserve take it or…

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fanuc robots

More Robots, Fewer Jobs

Bloomberg has an article out this morning showing the economic zones where the Robotics industry is taking jobs away from humans. More Robots, Fewer Jobs This is a fact of…

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i Robot

A reader emailed me this article from Mike Shedlock.  Whenever I read articles on manufacturing written by financial types I prepare for the worst (cue the legions of suits and…

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A 3D Printer Hype Revival [w/ edit]

[edit] Ha ha ha, MarketWatch has substituted this headline for the one linked lower on the page, re-writing the whole damned article but keeping the link.  Goofy.  Maybe a couple of suits actually read this website, eh?  Hey guys (and ladies), you know I just have fun with this stuff.  Many NFTRH subscribers are said “suits” and I respect the hell out of them too.  ;-)

3D Systems’ stock downgraded after ‘excessive’ rally

In a recent white paper, however, Ark Invest analyst Tasha Keeney predicted that the tide would start to change in 2016 as new industrial applications for the technology were uncovered.

“Similar to other disruptive innovations, 3D printing experienced a period of hype ‘before its time’ and has gone through a period of restructuring,” said Keeney. “While 2015 was a turbulent year for 3D-printing companies and their stocks, the long-term prospects are intact and profound.”

Well Tasha, maybe investors in the right companies can make a buck in the right companies, but industrial applications are not going to keep up with competition and cost pressures.  It’ll be great for buyers of the technology, but not for investors in most of these companies.

***Original post follows***

On February 25, 2014 with DDD stock price at $76/share I, a former manufacturing guy, wrote this article…


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ISM RoB Growth in May

All in all a decent ISM RoB report for May.  This is in line with the excellent Semiconductor Equipment sector April b2b we noted in NFTRH 244. Notable items are…

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Machine Tool Sales Data Continue to Degrade

EDA has compiled US Machine Tool sales data for January and it was not good at all.  This is the leading edge of manufacturing and it is trending lower. 'But…

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ISM PMI @ 52.9

ISM has eased again and looking at the comments from individual respondents, it sure looks like the West Coast port shutdown is having an impact.  Some notables are highlighted. Meanwhile,…

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