January 22, 2009
I feel for David Einhorn of Greenlight Capital. To be so spectacularly and publicly right about Lehman Brothers, but to still turn in his worst year ever in 2008 -- down 22.7% -- must be profoundly galling. That said, his...
Among the top gainers in the weekly Mediaguide/MarketingCharts data for radio advertising were Wells Fargo, with a 788% spike, and Home Depot, up 110%. That is a boffo bounce for Wells Fargo. Anyone catch WFC's spots on radio? What financial...
Microsoft missed this morning, but the kids are now digging Google's results. I remain uneasy about Google's near-term prospects in the face of rapid cuts to advertising spend, but there's no point fighting the numbers: GOOG Reported A Cleanly Positive...
I haven't posted here on Treasury Secretary nominee Tim Geithner's tax issues or Senate hearing, but I did make some brief comments yesterday on CNBC about it. I essentially said I didn't buy his explanation, that I found it squishy,...
An interview with Yale CIO David Swensen from last night's Charlie Rose....
Far and away the best and funniest summary I've seen of the over-engineered synapse-snapping exercise that is television's Lost: PILOT: So, we have a little time and the auto-pilot’s on. How ‘bout you tell me about the island? JACK: Well,...
The error rate on this sort of way-out futurism is immense, but this précis of George Friedman's The Next 100 Years book is still fun reading: The Next 100 Years By George Friedman …There are many who predict that China...
With Apple having shipped 13.7m iPhones in 2008, this is a timely column on how badly analysts/journalists missed iPhone shipments over last two years. Wish people did more of this sort of thing, holding people's feet to the fire of...
This is amusing: Jim Rogers apparently front-ran himself, screwing up his own planned short trade on the pound: …Mr Rogers reveals that he had been planning to short-sell sterling in the present financial crisis, before recent disparaging remarks about the...
Idle question: Why does Google Scholar suck so much, and why is there no viable alternative? In the most open information economy in human history, finding and tracking important research in relevant areas feels, if anything, as hard as ever....
Am buried in stuff today, so feel free to post amongst yourselves about the interconnections with respect to last night's Lost premiere, the second bible-less Obama inauguration, today's market sell-off, China's GDP trickery, and whether or not the newly unemployed...
