I am traveling this weekend to our nation’s capital with my almost-10-year-old son, Jonah. I’m giving a speech on Monday at the Johns Hopkins University Applied Physics Lab (the presentation will be across the street from the Pentagon; you can register here). The following weekend I am taking my wife to Kansas City, where we’ll [...]
March 22, 2011 | Posted in In Defense of Capitalism,In Defense of Capitalism!,Latest,Slider | Read More »
Profit margins are a tick away from all-time highs and are creating the impression of cheap equity valuations. But that impression is a mirage, because today’s generous margins are destined to shrink. I first wrote about this in January 2008, and here is an update to that article. All I had to do was to [...]
March 16, 2011 | Posted in Latest,Slider,The Process,The Process All | Read More »
