S&P 500 companies earnings and revenues are heading for another round of de-diversification (increasing concentration of earnings and revenues toward the U.S. markets), per Factset latest data:
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How influential are influential scientists? Brilliant research into the value of brilliance in research (here)
When economics inspires artists - a must see (here)
A fascinating article on mathematics of artistic beauty (here)
True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!
Disclaimer
This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.
My view on the future of economic development is outlined briefly in the TEDx talk I gave on Human Capital and the Age of Change.
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June
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- 20/6/19: Say Goodbye to the Trump Bump in Corporat...
- 20/6/19: The 'Mental' Bits of Economic Fundamentals
- 19/6/19: In an Alternate Ireland, Captain Leary...
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- 18/6/19: OECD-led Tax Reforms: A Prescription for ...
- 18/6/19: Obama v Trump: Jobs Creation
- 17/6/19: Lose-Lose-and-Lose-Some-More Trade War: T...
- 14/6/19: Rising Concentration Risk in S&P500 Earni...
- 14/6/19: The Real U.S. Migration Crisis is Not at ...
- 13/6/19: Russian International Reserves and Govern...
- 12/6/19: Irish Self-Employment Data: What It Says ...
- 12/6/19: Credit Markets vs Banks Loans: Europe vs US
- 12/6/19: Japanifying the World
- 12/6/19: All's Well in the Euro Paradise
- 12/6/19: Investment Intermediaries: Europe vs U.S.
- 3/6/19: Average Duration of Unemployment in the U....
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“It is not true that people stop pursuing dreams because they grow old, they grow old because they stop pursuing dreams.” Gabriel García Márquez
A must-read
My thoughts on Economics and Culture: productive linkages and mutually-reinforcing challenges
My presentation at TEDx Dublin: Human Capital and the Age of Change
Thomas Sargent on Everything You Need to Know About Economics in 297 Words
Ronald Coase: Saving Economics from Economists
Taleb on Euro crisis (here)
When economics inspires artists - a must see (here)
A fascinating article on mathematics of artistic beauty (here)
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About Me
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- This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.
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