Ed Yardeni, Dr. Ed's Blog September 29, 2014 Over the past few years, there has been lots of buzz about the coming manufacturing renaissance in the US. The central concept is that plentiful and cheap natural gas will convince manufacturers to expand or to move production to the US to cut their energy costs. Labor is still cheaper overseas, but it isn’t as expensive as it once was in the US. Besides, the IT revolution has increased factory productivity with more automation, including robots and the “Internet of Things.” The recent strength in the dollar could be a spoiler if...