[ I N S I D E ] With Radiohead’s Kid A, Capitol...
Lee Rosenberg points us to an article by Bruce Webber in the now defunct site [I N S I D E] about Radiohead’s use of P2P (found...
Slowing CD sales ?
Consider the spike in GDP in the second half of 2003 preceded an increase in CD sales in early 2004. Now, with GDP slowing, might...
Chart of the Week: S&P 500 vs. Continuous Crude Oil Contract
This chart helps visually highlight the chart we just displayed above and hammer home the point that the next move in crude from its...
Unlocking Google
A large cause of Google’s spectacular rise has been the very small trading float. Very little of the firm’s float actually...
Do Free Downloads = Lost Sales?
Very timely academic discussion of the impact of P2P downloading on the music industry in the Sunday New York Times. This past...
Pearls of Wisdom for Traders
Alan Farley, my colleague over at RealMoney.com, put together a list of "25 Pearls of Wisdom for Traders." Here are my...
The kinda-eventually-sorta-mostly-almost Efficient Market Theory
“I guess we’re all behaviorists now” –Richard Thaler One of the most widely believed theories on Wall...
Disciple of Stiglitz?
Apparently, I (unknowingly) come from the same School of Economics as Joseph Stiglitz. In a speech to Wharton Investment Management...
Chart of the Week: The 10 day moving put/call ratio hit
Several indicators suggest we are somewhat overdue for a pullback. The 10 day moving put/call ratio hit its lowest level in over a year;...
New Column up at Real Money (11/17/04)
My latest Street.com column, "Buy the Dips" is up at RM. It expands upon many of the ideas from earlier comments, Compare and...