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