Though we usually read otherwise in these commentaries, a poor growth year unfortunately does not automatically mean an inevitable rebound...especially since all the fundamentals contributing to the lackluster 2012 just ending remain the same, and the underlying debt and massive borrowing continue unabated.
That aside, 2013 could still be interesting. US manufacturing should remain a headline topic, though hopefully now stripped of the political rhetoric that blurred the discussion all of last year. Even beyond electronics assembly, which will hopefully benefit from some measured review of the last decade's headlong China exodus. For instance, 3D additive manufacturing equipment promises to soon hit a price point that makes the processes available to small innovators... and quickly open new doors to game changing ideas.