Monday, June 16, 2014

Three evening reads

Three evening reads for you:

Investing Caffeine - the Shiller PE is bullshit. Yet another article explaining to you why you should ignore anyone who blathers about the Shiller PE. Hopefully you started ignoring it yourself months ago.

FT beyond brics - the great EM divide. The author asserts that China is not an EM and you shouldn't expect it to act like one. Again, relevant argument against blindly applying the EM/DM thesis.

FT beyond brics - Indian inflation feels the heat. India is screwed, and it's because they don't damn well export a damn thing and subsidize fuel consumption.

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