Daily Archives: December 8, 2016

Vegan foods rising

Twelve percent of millennials identify as vegetarians and meat consumption in the U.S. fell 15% in 2015. Plant-based proteins are expected to make up a third of the protein market by 2054. In a world of 7.4 billion people with … Continue reading

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Shiller: valuations are nuts (but maybe the party can last a little longer?)

Animal spirits indeed:  Professor Shiller says that, near-term, Trump-euphoria is making him question the relevance of historically reliable valuation metrics.  (You mean ‘this time is different?’  Heard that one in 1998-2000 and 2006-08, as well). Still he acknowledges that at … Continue reading

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Worthwhile watch: Sour Grapes documentary

Caught this documentary on Netflix last night: well worth the watch. All the usual behaviors and character types: bankers, international money laundering, fraud and greater fools. But also fascinating insight into the wine business. Here is a direct video link … Continue reading

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Earth to Algos: only productivity gains drive prosperity

As stock markets have blown skyward since the election–led by financials and energy cos–bulls have tried to justify the most reckless equity valuations since the tech wreck peak in 2000 on belief that the Trump administration will drive “sustained 3 … Continue reading

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