On Ukraine, the Indian mobile space and Abenomics
Russia is signalling de-escalation in Ukraine, at least on economics
The mobile battle is moving to India
The limited window on Abenomics is closing
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Economic and market themes: 2014-07-25 Ukraine, China, Japan, technology overvaluation
Ukraine is at risk of becoming a failed state
China’s growth is due to stimulus
Japan’s macro figures worsen
Microsoft’s strategy is weak
Facebook is overvalued
The EU weighs level three sanctions on Russia just as the European economy improves
This is a long-form post on Ukraine. The big news, however, is from the European Union where the PMIs and a slew of other economic data came out today. The data showed the European economy improving broadly from its weakened recovery…
Apple’s shift into China shows the company’s masterful execution
Apple’s Q3 2014 earnings report yesterday was a mixed bag in terms of actual results. But from my perspective the results show a company that continues to execute its strategy well given the onslaught from cheaper handsets using the Android…
Ukraine, US subprime and the erosion of US financial hegemony
Ukraine will have global impact
More sanctions are coming but will be somewhat limited
The global financial system is moving away from the US
US auto subprime is going to blow up