Building a “digital” magic kingdom
We previously raised the question “Is Disney/Pixar the sequel to Apple/NeXT?” There’s a different take out from the San...
The Sweet Spot ?
What is the market’s typical reaction to very strong corporate earnings? That seems like an awfully obvious question, but the...
Chart of the Week: Earnings and Subsequent Market Gains
Dividing the S&P500 earnings gains into quintiles and the subsequent market performance: S&P earnings “Sweet Spot” Source:...
Tower Records Bankruptcy/Reorg
As previously mentioned, Tower files for bankruptcy. Sources: Tower Records, parent seek Chapter 11 bankruptcy Reuters, 02.09.04, 7:20 AM...
Gates to be deposed
Here’s a story that slipped thru the Media net: REDMOND: Gates to be questioned in Microsoft antitrust case Bloomberg News...
Propaganda for Music Lovers
Tonite’s Grammy Awards will feature a propaganda commercial for “whatsthedownload.com.” If you check out the site,...
Barron’s Picks up the Pixar/Disney comments
In poking around Barron’s, I just noticed that their “Hot Research” page picked up our Steve Jobs/Michael Eisner...
Deficits Do Matter
The criticism about the budget deficit from the Right is even stronger than it is from the Left. I guess tales of the death of fiscal...
P2P, free advertising, and Porn
Hey, somebody gets it: In a Sunday NY Times article, the President of Playboy notes the advertising and marketing advantages of P2P:...
The Wrong Spin
Barron’s Alan Abelson does a reality check regarding this recession/recovery cycle: “But what most of the cheerleader crowd...