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Grillo: French Revolution without the Guillotine
Handelsblatt's Italian correspondent Katharina Kort had an exclusive interview with Italian politician Beppe Grillo about his ideas for change in Italian politics. The article is in German. However, I have read it and wanted to present a…
On Europe’s lower multiples
It's only fitting that I write something today on Europe's multiples since I wrote yesterday on P/E multiples in the US. What prompted this were two different articles.
On US equities’ multiple expansion
After I released my daily commentary a few weeks ago about S&P500 earnings, wages and multiple expansion, there has been a lot of talk about multiple expansion in the media. I think this talk is warranted because this is the crux of the…
Samsung Galaxy S4: Relentless Android product cycle will hurt Apple
In the mobile world, everyone seems to be in a frenzy over Samsung's next Galaxy smartphone. Apparently, Samsung is the new Apple, where product launches are media events par excellence, marketed to build anticipation. However, while…
Jeremy Grantham on the government debt problem
the US uses government money as the currency of account, there is no government budget constraint in the short or long run. Though even so-called Keynesians like Paul Krugman act like there is. The reality is that government can spend as…
The problem is private debt
Why does the federal government need to balance its books? Where does the money come from that the government spends? Whose income gets cut when spending gets cut? These are a few of the questions we should be asking when thinking about…
Italy: The Dragon and the Cricket
The difficulty in making sense of the results of the Italian election has produced the common imagery of a clown to capture the comic Grillo, who appears to be the most unlikely politician since Lech Walesa, the unemployed electrician that…
On LinkedIn’s move into content
Today s going to be a bit light on posting as I am under the weather and have been in bed all day. But there are one or two stories I wanted to say something about while it was still topical. One of those is LinkedIn. This post isn't about…