Hot Links: Breakthrough

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