Credit Writedowns

Meet the One, OnePlus' $299 Nexus killer OnePlus One makes its official debut | Android and Me Bush-Miyazawa Dinner Made Mark in U.S.-Japan History - Japan Real Time - WSJ David Einhorn Just Cried Bubble And Let Slip The Shorts Of War |…

The so-called new economy is about disintermediation. That’s what it has always been touted as. And I think there’s validity to this. It’s interesting to see how incumbents deal with this disintermediation, especially when they have…

I am having some difficulties with the site. I will not be able to publish a newsletter until the issues in question are fixed. I apologize for this and hope to publish soon. Sportonomics: Score mobile app growing fast. Next up? Turning a…

I have been off since Thursday due to the Easter holiday. But I want to write my traditional Friday post today with a grab bag of different issues I am seeing. I actually just want to focus on the US this time.

News links for 21 Apr 2014

News links for 18 Apr 2014

I have been saying for some time now that I believe peak growth in this US business cycle was Q3 2013. Nevertheless, I want to explore the possibility that growth will accelerate from here, something that could keep stock prices and other…

For Obama, Standoff With Moscow Jumbles Plans at Home and Abroad - WSJ.com ECB hardliner Weidmann comes in from the cold as deflation threatens | Reuters Weibo, a Chinese Answer to Twitter, Prices Its Offering at $17 - NYTimes.com -…

Continuing where I left off yesterday, it’s clear that the global economy is growing now. We see growth in the US, Europe, Japan, and in emerging markets. Economic growth is the norm, not the exception. And over the longer term, markets…

News links for 16 Apr 2014