click for larger graphic Source: TechCrunch
Lagged P/E Ratios: Shiller Cape vs NIPA
click for ginormous charts Source: JP Morgan JP Morgan observes: “Shiller P/E shows the market to be overvalued, but not as...
10 Midweek AM Reads
Here’s whats shaking this morning: • Obama’s Quiet Bull Market Charges Past Reagan-Era Gains (Businessweek) see also 3...
Bloomberg Appearance: Materials, European Play
Here are the highlights from yesterday’s Bloomberg appearance: Barry Ritholtz discusses his play for Europe with Adam Johnson and...
Comparison of US & Japan’s QE
I have a few words at the end of this BBC Asia Business Report: October 29, 2013
10 Tuesday PM Reads
My afternoon train reading: • Special report: exchange-traded funds (Fidelity) • Apple, Icahn and the Cash Pile: Manjoo vs. Berman...
Media Appearance: Bloomberg TV 3:00-4:00 today
I will be guest hosting with the lovely Trish Regan at Bloomberg TV from 3:00 pm to 4:00 pm on Street Smart. We will be discussing NSA,...
Global Synchronized Goldilocks Markets?
click for larger graphic Source: Fidelity I hate whenever the G-word — “Goldilocks” — gets trotted...