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Paul Krugman about Apple and agglomeration, he endorses the article from the nytimes, and refers to his own essay on the economies of agglomeration. 

Tyler Cowen has a nice essay up at The American Interest on an Export-Oriented America. He offers us three reasons to be optimistic about the US export future: artificial intelligence, shale oil and gas, and a rising Asian Middle Class. I think he more or less nails the last two, what I refer as the Exxon and Apple economies, respectively.

What Apple teaches us about the American economy, and no, it is not all what you would expect; 

"Apple's stock dropped 2.21 percent on Monday. A few analysts blamed the drop - worth more than $12 billion - on a strike of 4,000 Chinese workers at Apple's manufacturer. But how do we know that strike really happened? Bloomberg's Adam Minter makes the case that the entire narrative is based on messages posted to China's version of Twitter, Sina Weibo, from a single anonymous user." The journalists as DJs - but they have to know and respect their sources.

A much talked-about article in the New York Times about the fact that the manufacturing of iPhone-like devices no longer takes place in the US. 

The world just changed yesterday. You probably didn't notice. But I guarantee strategists at Apple, Facebook, Amazon, Microsoft, and Google did. What happened? Qualcomm shipped a new contextual awareness platform for cell phones.

"Everyone there was a "Quant." No one cared what the underlying company represented by a given stock actually did. Apple or General Motors, CAT or IBM… Everything boiled down to a set of statistical observations that, when assembled into the proper algorithm, delivered a portfolio that beats the market." I just love the title of that conference: Alpha Generation - Using News Sentiment Data

L et's first take a step back and see where these new American exports will be coming from. At least three forces are likely to combine to make the United States an export powerhouse.

well, the title says it all.