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July 8, 2007
Sneak Peek at Weekend Reading
Here is a sneak peek at my weekly Weekend Reading column over at TheStreet/RealMoney:- Canadian tar sands production is growing, but it's a lot tougher going than Venezuela (Reuters)
- Albert Frere gets Henry Kravitz's nod as investor extraordinaire (Bloomberg)
- Wider Middle East war warned of by historian Niall Ferguson in discussion how an early economic boomed ended (Economist)
- Live Earth set record with nine-million Internet video streams -- but 300-million archived streams expected in coming weeks (Reuters/MSN)
- Useful primer on the new science of synthetic biology (NY Times)
- Clever post-iPhone-teardown detective work being done to find hidden suppliers (EETimes)
- This year's E3 gaming technology conference has shrunk attendees by 95% (Reuters)
- New ways to engage in insider trading has created a burgeoning business (Bloomberg Markets)
- KKR may be suffering from asset bloat: Too much money and too few places to put it (Bloomberg)
- Many bubble-fearing investors are only now looking at equities (L.A. Times)
- Testostorone-rich men make strange money decisions (Economist)
- More than half of the top 20 rising hedge funds stars are in the U.S. (FT)
- Profile of Asia's godfathers of business: tycoons whose lives revolve around golf, massage, and money (Times)
- Frequent business travelers want separate family-only sections (Maritz Research)
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Another clever iPhone 'teardown'...
http://www.willitblend.com/videos.aspx?type=unsafe&video=iphone
...though this might only help determine its chemical composition, rather than investable suppliers.









Regarding the Albert Frere piece in Bloomberg: interesting article.
He does seem to be a canny investor and even the 1976 investment in Drexel Burnham showed his excellent timing; it would have been remarkable timing if they had gotten out of the investment before Drexel's ultimate demise around 1990.