Lisa

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    • Thu Sep 25th 13:03 PM | Rating: 0 0
      Commented on:
      The Perfect Storm: Even with Bailout, Economy Is Hurting
      Excellent article -- as usual from this author.
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    • Thu Sep 4th 02:23 AM | Rating: 0 0
      Commented on:
      Meet Chrome - Google's Windows Killer
      Yup, Chrome is a threat to Windows. But what many people are missing is that it's also a threat to Apple's OS -- if Chrome becomes the operating system of choice, why pay up for a Mac instead of buying the best value hardware that will run Chrome?
      View article »
    • Tue Sep 2nd 06:22 AM | Rating: 0 0
      Commented on:
      Meet Chrome - Google's Windows Killer
      My Take -- your comment makes a lot of sense if you think that Vista and IE are good products.

      'Nuff said. :-)
      View article »
    • Tue Sep 2nd 06:13 AM | Rating: 0 0
      Commented on:
      Will Google Be Forced to Re-Ignite the Browser Wars?
      Great call -- just 4 years early :-)
      View article »
    • Tue Sep 2nd 06:09 AM | Rating: 0 0
      Commented on:
      Google's Browser
      This was really prescient -- just 4 years too early.
      :-)
      View article »
    • Mon Sep 1st 11:23 AM | Rating: 0 0
      Commented on:
      Top Nine Stocks Going Ex-Dividend Mid-September
      Isn't there different tax treatment of the dividends, depending on how long you've owned the stock for?
      View article »
    • Thu Aug 28th 19:13 PM | Rating: 0 0
      Commented on:
      Steve Jobs: Not Dead Yet
      One other point: what's so amazing about the AAPL cheerleaders is they didn't even read this article carefully enough to understand that Kedrosky was criticising Bloomberg, not only for publication of the obit (that led the stock to fall without cause) but for the ethics of the journalism.
      View article »
    • Thu Aug 28th 19:11 PM | Rating: 0 0
      Commented on:
      Steve Jobs: Not Dead Yet
      An earlier commenter wrote: "At what point does a "lapse" like this constitute something akin to a business version of shouting "fire" in a crowded theatre?"

      Rumors about banks going under are crying "fire" in a crowded theater, because they cause a run on the bank which puts the bank out of business. Rumors (which this article wasn't in any case) about a company like Apple aren't, because the rumor doesn't damage its business.

      If all the AAPL cheerleaders love the company and the stock (they often can't distinguish the two) as a long term investment, what do they care if it falls due to a false rumor? Surely it's a buying opportunity?

      There seem to be a lot of nerves from these bulls...
      View article »
    • Wed Aug 27th 16:59 PM | Rating: 0 0
      Commented on:
      Investing and Demographics
      Can you elaborate on this please: "I don’t see the emerging markets getting rich enough, fast enough, to do the wealth exchange necessary for the developed world on favorable terms for the developed world."?
      View article »
    • Wed Aug 27th 11:22 AM | Rating: 0 0
      Commented on:
      Marketers Reducing Ad Budgets in Difficult Economic Times
      I wonder what "alter mix of marketing channels to lower cost" means in practice for Internet advertising.
      View article »
    • Tue Aug 26th 15:12 PM | Rating: 0 0
      Commented on:
      Hedge Fund Manager's Notebook: Time to Buy Chinese Stocks, & Lehman's True Value
      On the topic of LEH, this account of the Bear Stearns collapse is really interesting:

      www.vanityfair.com/pol...
      View article »
    • Tue Aug 26th 02:44 AM | Rating: 0 0
      Commented on:
      Hedge Fund Manager's Notebook: Time to Buy Chinese Stocks, & Lehman's True Value
      Couldn't you argue the opposite on the Olympics: the Olympic hype benefited the China market, so now it's over the stocks will fall further?
      View article »
    • Mon Aug 25th 02:14 AM | Rating: 0 0
      Commented on:
      Obama Is Bad for the Economy - Barron's
      Leaving aside the politics, the core contention of the Barron's article is just wrong. Every economist knows that wealthy people have a lower marginal propensity to spend than less wealthy people. If if you give money to poor people they spend it immediately; if you give money to rich people they save most of it.

      The Bush administration recognized this: the most economically stimulative measure it could think of was a flat-rate tax rebate to everyone.
      View article »
    • Sat Aug 23rd 15:46 PM | Rating: 0 0
      Commented on:
      Hedge Fund Manager's Notebook: Lehman, Korea, and 3 Uranium Plays
      Really enjoy your pieces and the ideas in them.

      Not sure about VICEX. Didn't everyone expect the casino stocks to be recession-proof? And there's no way that BA is in there as a travel stock, as that's just too farfetched. Perhaps it's there because of its defence business.
      View article »
    • Thu Aug 21st 16:17 PM | Rating: 0 0
      Commented on:
      Hedge Fund Manager's Notebook: Pawn Shops and Railroads In, Oil and Commodities Out
      Wonder if the pawn shops are a better play on gold than the gold miners...
      View article »
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