What I'm reading this morning:
Stuff I’m Reading this Morning…
Citi quants: Buy financial stocks and Japan. (ValueWalk)
Solar energy is poised to turn the whole world upside down and disrupt everything. (MoneyBeat)
Buffett’s favorite market valuation indicator doesn’t work as a buy/sell signal. (TBP)
In case you haven’t gotten to James Montier’s latest GMO paper defending CAPE, here’s a good summation. (TheEconomist)
George Soros on the Ukrainian breakthrough and whether or not it can be sustained. (ProjectSyndicate)
Is Elon Musk an innovator a la Steve Jobs or just another rent-seeker? (StreetwiseProfessor)
Can Facebook ever make the WhatsApp deal worthwhile dollar-wise? If so, how? (Quartz)
Is the New York Observer being used as a political tool by Donald Trump? (NYT)
Can’t stop giggling at this – If NFL teams were British. (Buzzfeed)
Pharrell on making his new album. (GQ)
My book, Backstage Wall Street, available at Amazon
