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Guillermo Roditi Dominguez
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Personal Savings Rate and the Balance of Payments
Personal Savings Rate & Current Account Balance. Source: FRED One of the most common--and yawn-worthy--criticisms of my December post outlining why the rise of labor bargaining power was going to be very negative for corporate profits (my estimated CAGR for...
Personal Savings Rate & Current Account Balance. Source: FRED One of the most common--and yawn-worthy--criticisms of my December post outlining why the rise of labor bargaining power was going to be very negative for corporat...
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More on labor bargaining power
Last week I wrote about how a number highly reliable indicators are indicating the bargaining power of labor is increasing and that it will lead to tighter labor markets and wage inflation. On Nov 26, The New York Times reported that NYU will once again rec...
Last week I wrote about how a number highly reliable indicators are indicating the bargaining power of labor is increasing and that it will lead to tighter labor markets and wage inflation. On Nov 26, The New York Times repor...
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Social Advertising Economics
YoY ad pricing from Yahoo!'s 3Q2013 presentation Like Facebook before them, new "social" web properties eventually have to monetize to and generate revenue. As properties seek to monetize their user base through the use of display or per-click ads, the amou...
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In the previous post, I wrote about how I envision smartphones replacing many of the functions of in-car entertainment and navigation systems. In this post I will be focusing on how that can affect automobile ownership and cu...
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If you follow me on twitter, you've seen this and can probably skip it. In what seems like a yearly event now, with 3 consecutive years of this game, tax-exempt municipal bonds are once again cheap. It could be the overall b...
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Even more evidence of shifts in labor markets
The following charts are part of December 13's Bloomberg Economics Brief. The top chart is Bloomberg's Economic Surprise Index. As you can probably  notice, the labor market has been surprising significantly to the upside lately. On the bottom, is changes i...
The following charts are part of December 13's Bloomberg Economics Brief. The top chart is Bloomberg's Economic Surprise Index. As you can probably  notice, the labor market has been surprising significantly to the upside lat...
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Profit margins, tax receipts and labor demand curves
Much has been made of the record levels of corporate tax profits over the last two years. From GMO's warnings of an 1100 "fair price" for S&P 500, to Hussman's forecast of 10y of negative nominal returns, to the economics "It" girl of the moment, the Kaleck...
Much has been made of the record levels of corporate tax profits over the last two years. From GMO's warnings of an 1100 "fair price" for S&P 500, to Hussman's forecast of 10y of negative nominal returns, to the economics "It...
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Which way do you think the causality goes between UE and Investment? 
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How Much is $1 of Earnings Worth?
Investors often treat reported earnings as the "yield" of equities due to the wide availability of reported earnings and the ubiquitous Price-to-Earnings ratio, however this can be a misleading measure of the actual economic value created for shareholders i...
Investors often treat reported earnings as the "yield" of equities due to the wide availability of reported earnings and the ubiquitous Price-to-Earnings ratio, however this can be a misleading measure of the actual economic ...
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I'm deviating from my usual focus on capital markets here to share some early thoughts on what I believe to be the future of the automobile industry. Recently, after a decade of not owning an automobile, I purchased a car. Th...
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In his circles
109 people
Have him in circles
139 people
Jonathan Eliasof's profile photo
Jay Lanstein's profile photo
Lisa Banusiewicz's profile photo
Janice Cable's profile photo
Gabriela Dominguez's profile photo
Alejandro Lara's profile photo
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Guillermo Roditi