Subject: Share the View 2: Volkswagen's Disastrous Strategy
From: "Bloomberg View" <[email-masked]>
To: <[email-masked]>
Date: Mon, 21 Sep 2015 12:43:04 -0400 (EDT)

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Share The View

The Latest Opinions From Bloomberg View

Sep 21, 2015

bloombergview.com

<= href="http://link.mail.bloombergview.com/click/5185685.13562/aHR0cDovL3=3dy5ibG9vbWJlcmd2aWV3LmNvbS90b3BpY3MvZXVyb3Bl/55086a4c3b35d051538c37ccB31f=ab32" style="text-decoration:none;color:#00b9e7;line-height:1.6em">Europ=

Mohamed A. El-Erian: "After r=peated bungling, Europe suddenly has an opportunity to do the right thing =bout Greece's unsustainable debt. It would be a tragedy -- for both Greece=and Europe -- if this opening went to waste." R=ad more...

Mark Whitehouse: "For all the=difficulties that Greece has suffered and must yet endure, there is at lea=t one sign of improvement: Since the government reached a deal with its Eu=opean creditors in July, people have started bringing money back into the =ountry." Read more...

Megan McArdle: "As he stood b=fore his supporters to celebrate his victory Sunday, [Syriza leader Alexis= Tsipras pledged to continue the fight that they started seven months ago.=He is certainly going to have a fight on his hands. Tsipras negotiated the=agreement, and now Tsipras will have to implement it. The question is whet=er he has that much fight left in him." Read more...

Declassified

Josh Rogin: "The United State= and China are entering a period of long-term contention likely to get wor=e during the next administration, no matter which party holds power. That =ynamic will be on display this week, with the state visit by China's presi=ent." Read more...

U.S. Economy

Matthew A. Winkler: "Missing =rom dispiriting summer headlines about slowing growth in China, plummeting=stock and commodity markets and a presidential race dominated by Donald Tr=mp is this cheerful fact: More stuff than ever before was shipped to the U=S. from the rest of the world." Read more.=.

Cars

Leonid Bershidsky: "[Volkswag=n] should never have been as exposed to the U.S. charges as it turned out =o be. Its dominance in diesel cars -- the result of a [Martin] Winterkorn =trategic decision -- has turned into a problem that will set back the carm=ker's effort to remain competitive in North America." Read more...

Investing

Barry Ritholtz: "There are ha=dly any peers to Bill Gross and Pimco. The data set of star managers who c=ptured so much attention and assets is almost nil. We are left with powerf=l anecdotes but few hard data points. A modest pattern does seem to emerge= though, and it doesn't seem to bode well for the fund that loses a supers=ar." Read more...

Science

The Editors: "Warming tempera=ures and a historic drought made Northern California's Valley fire faster =o spread and harder to fight. But the bigger culprit, sadly but thankfully= was something under human control: forest mismanagement." Read more...

2016 Elections

Francis Wilkinson: With shaky=poll numbers and her e-mail problem, "Hillary Clinton needs help. ... Fort=nately for Clinton, there is someone who can sort through all this, clear =uch of it up and send Clinton merrily on her way to the Democratic nominat=on for president. Even more fortunate, he's a Republican." Read more...

Jonathan Bernstein: "[Joe Bid=n] isn't waiting to decide. He's running. Not to challenge Hillary Clinton=for the Democratic nomination. She wrapped that up some time ago. He's run=ing for Clinton's understudy -- as the candidate who will go on at the las= minute, if necessary, if she's unable to continue for any reason."=Read more...

News Roundup

Ritholtz (Read the news roundup)

Index funds are nothing special: Read more...

Big tech has become way too powerful:

Smart beta's takeover: Read more...

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