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Observations of An Industrial Revolution
by Chris Retzler of Needham Funds, 7/8/26

Significant interest appears to be accumulating around capacity expansion in the market. The primary mechanism driving this activity may be a structural capital expenditure cycle (CapEx). One where a prevailing market dynamic could transform one company’s CapEx directly into another company’s revenue. .

The Growth Factor
by John Barr, Chris Retzler of Needham Funds, 8/23/12
During July, the domestic economy continued to slow and Europe again appeared on the precipice of disaster. On August 3rd, the July employment report showed unemployment at 8.3%, essentially unchanged from June. We believe the real story is that the civilian labor force participation rate has fallen to 63.7%, which is down from a peak of 67.3% in 2000.
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