Monthly Archives: December 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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