News: 2013-12-31

Macro
Three big macro questions for 2014 | Gavyn Davies
Reasons to be cheerful, despite the threat in the shadows - FT.com
In No One We Trust - NYTimes.com
Schneier on Security: Joseph Stiglitz on Trust
Fixing the Shiller CAPE: Accounting, Dividends, and the Permanently High Plateau | Philosophical Economics
Interesting view on accounting and the Shiller PE/CAPE. I am not really convinced here because I see the effort to alter the accounting as emblematic of a desire to justify stock price...


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