Exit Strategies
I wanted to take a moment to talk about exit strategies. There’s alot more to this than a brief blog post has room for, so I plan...
Number of Legal Downloaders Doubled in 2004
The Online Reporter is a terrific Tech/Media/Entertainment journal that does a grat job covering the intersection of these areas. If you...
The Ugly Divorce of FM Radio and the Music Industry
Excellent discussion over at A/V revolution by Jerry Del Colliano on the The Ugly Divorce of FM Radio and the Music Industry. My favorite...
Why I Don’t Do Social Networking Sites
Time for a bit of a rant: "Its not you, it’s me" So said George Costanza, and I second the notion. Please do not...
Presidential First Year and Market Performance
Not to pick on Kenneth Fisher, but lets play an analytical game: How many reasoning errors can you find in this article from Fisher in...
VIX Needs a Friend
A quick note on Harry Schiller’s interesting and thought provoking article on the VIX at RM: For a buy indicator, few things in...
Waiting for Kedro
One of the highlights of my weekend is Professor Paul Kedrosky’s Sunday morning linkfest. (yes, I know, that’s kinda...
Surging Home Prices
Is there a housing bubble? We previously noted that Home prices are local, and the more likely scenario are regional...
Citibank Axes Technicians
I don’t know why, but I am not surprised: The world’s biggest financial services firm on Thursday dismissed its entire stock...
Greenspan versus the Bond Market
In 1964, the Supreme Court heard the obscenity case of Jacobellis v. Ohio. That decision became infamous for Justice Potter Stewart’s...