James Biringer

Global P/E Ratios: How the U.S. Stacks Up

Good job Bespoke, as usual. Also, George, excellent comment. I wondered the same thing. As far as discrepancies between different data sources, if they're pretty close, the discrepancy would be irrelevant, imho.

Jimmy

China's Inflation Hits American Price Tags

Met up with a guy out of Singapore visiting a company. He echoed your theisis. You're right on the money. The inflation payoff, in foreign labor is almost played. Certainly in China, it's played. Expect a revert to the norm as far as manufactured goods is concerned.