3M upgraded at Bernstein on R&D structural change, less PFAS risk than expected
We haven't written up this one. Seeking Alpha News has the full story — the link below goes straight to it.
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Nonresidential Fixed Investment in the DotCom Boom/Bust
What did we think was happening back then, compared to what we know now? Figure 1: Nonresidential fixed investment from 2001Q1 advance release (blue), from 2026Q2 2nd release (black), both in logs…