Subscribe to this site's RSS feed.
Beer Money
-
Recent Posts
- “The fewer people vote, the more likely Democrats are to win.” Really. State Abortion-Rights Initiatives Skew That Math Further.
- Could Be a Hotter Election Than Many Expect. Making the Comfortable Uncomfortable…
- Made In China – Goods Deflation. Also a Low Neutral Interest Rate?
- Will Europe Step Up in Ukraine if the US Steps Back? It Might Do The Right Thing (For Once) and Emerge Transformed (for the Better).
- Early Rate Cuts? Fed’s Powell is a Republican, But is He Pro Trump? My Guess is No…
Recent Comments
- Robert J Berger on What I Got Wrong On the Debt Ceiling. Pro Wrestling Rot is Deeper than I Thought. Both Encouraging and Worrying.
- Anders Comstedt on We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Doc Searls Weblog · The frog of war on Imminent Russian Army Collapse? Actually a Plausible Scenario. “Moscow is Silent.”
- Steve Kamman on Why the Fed “Has” to Cut Rates.
- Dominique Watkins on Why the Fed “Has” to Cut Rates.
Archives
- July 2024
- March 2024
- December 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- April 2022
- March 2022
- February 2022
- March 2021
- January 2021
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- November 2017
- October 2017
- August 2017
- July 2017
- June 2017
- January 2017
- November 2016
- September 2016
- August 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- October 2015
- September 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
Categories
Meta
Daily Archives: September 26, 2013
The Market is Celebrating a Productivity Revolution. We’re Too Busy Mourning It to Notice…
Publishing this against a deadline so apologies for any typos. I’ve been doing some thinking around how to think about current market valuations and the outlook. I’m still doing some work on the widely cited PE/10 valuation argument (spoiler, PE/10 … Continue reading
Posted in tech-telecom-markets-macro
2 Comments