Random Items
Profit Reports Should Reveal Clues About Broader Economy Tax Revenue at 44-Year Low as % of U.S. Economy Beyond the [telecom] bubble All...
Bloomberg radio appearence
A quick heads up: I will be on Bloomberg Radio (1130 on your am dial in NYC) today, Friday, October 10, starting at 4pm and running into...
Margin Follow up
A quick follow up to the Margin issue we looked at in September (NASD Firm Margin Levels Spikes to Record Levels 9/17): The NASD website...
Random Items
Is it any wonder why so many investors, economists and strategists are confused? Here’s a news round up: Holiday sales forecasts...
Are Discounters & Big Box Chains Hurting the Music Industry?
Two interesting articles worth discussing: Kevin Laws, a former music biz consultant and now VC, is guest blogging at Tim Oren’s...
Economist hilites
Several worthwhile reads in the Economist: The world suddenly looks bleaker “Unfortunately, there is no one of Mr Rubin’s calibre...
Stimulus Buoyed Wall Street In 3rd Quarter; Can It Last?
I have some comments in an article in today’s WSJ: “Stimulus Buoyed Wall Street In 3rd Quarter; Can It Last?” What...
“It was fun while it lasted”
NYT’s Floyd Norris notes the obvious: Overlooked in some of the analysis at the time was the most obvious fact of all: checks...
WSJ: Wall Street Companies Dial Up India for Research Assistance
Another interesting article about the outsourcing/offshoring of white collar jobs: Wall Street Companies Dial Up India for Research...
GMSV: Magnatune (& follow up)
The San Jose Mercury News picked up last night’s discussion of Magnatune . . . (Good Morning Silicon Valley: “The real winner...