Category: U.S. economy

Links and thoughts for 8.03

– “I’ve got apps”: Joshua Persky, who was the subject of a few posts on the old blog, has a new iPhone app, Sell This Pig. He’s also got another business venture, Twisplays. Good for him. Nice step up from the short e-books.
– Bill Freza: Immigration reform and the American Dream. Better [...]

Some links and thoughts for 8.1.10

Apologies for a series of uncreative post titles, but they seem to expedite my blogging a little. First, if you haven’t had a chance to vote for the Portfolio Armor iPhone app in the Thomson Reuters StreetApps Challenge, please take a few seconds to do so here. Please note that you do not need to [...]

Links and thoughts for 7.30.10

A few more thoughts and links, but first, if you haven’t had a chance to vote for the Portfolio Armor iPhone app in the Thomson Reuters StreetApps Challenge, please take a few seconds to do so here. I know some of you reading this haven’t voted yet, so get to it. Thanks a lot.
– [...]

Making enemies

That title overstates the case a little, but I doubt I made a friend of Matt Miller after quickly dashing off to him the e-mail below, in response to his Washington Post op/ed earlier this week (“How to Preserve Our Standard of Living”):
Dear Mr. Miller:
How can you write a whole column on our educational and [...]

Some more links and thoughts

– The Financial Times has been running a debate all week on whether the U.S. and E.U. ought to implement more fiscal stimulus or start reining in their fiscal deficits and reducing their debts: http://www.ft.com/austeritydebate (registration required). A couple of thoughts on this, from a layman’s perspective follow. First, it seems that if you [...]

Great Minds

Posted on Short Screen a little earlier:
Short Screen message board readers may recall that Hesperian called for shorting the for profit education sector back in April ( http://shortscreen.com… ). Earlier this month, I noted that famed short seller Jim Chanos announced he was also short the sector ( http://shortscreen.com… ). Now Steve Eisman, one of [...]

“The Cult of Equity”

The Pragmatic Capitalist quoting an RBS research report:
For a counter consensus look at just how rich equities actually are if we are right about the economy, and how far they can fall, look at Robert Shiller’s 10-yr real adjusted P/E ratio on the S&P500, which uses ten year smoothed earnings. We have used this as [...]

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