Apple – After The Thrill Is Gone

As such, the thrill and excitement of extraordinary returns is simply not there anymore. And when the thrill of extraordinary returns is gone, then there is not a whole lot of reasons to hold onto the Apple. In which case, you are more prone to sell it than to hold on to it. In other words, you become trigger sell happy. I think that as more and more investors realize this, more and more will chose to sell.

→ Seeking Alpha

Innovation Crisis or Financial Crisis?

In a forthcoming book, they argue that the collapse of advanced-country growth is not merely a result of the financial crisis; at its root, they argue, these countries’ weakness reflects secular stagnation in technology and innovation. As such, they are unlikely to see any sustained pickup in productivity growth without radical changes in innovation policy.

→ Project Syndicate