Kashmir’s distant economic dream. Such a shame. I spent my 20th birthday in Kashir (Srinagar) - it was spellbinding.
Archive for May, 2002
Commentary on John Robb on the new economy.
Blogonomics: making a living from blogging. Another route to using ads, but who knows, it might just work.
Paolo: “I’m managing 13 weblogs from a single window.” I’m going to start doing this: I’m also thinking about using Paolo’s blockquote indentation and border.
Celine Dion Killed My iMac! Good summary of how PC copy protection schemes tend to work on CDs.
Who Wants to Buy Stock? Not the Insiders. While most Americans appear to be bullish on the economy, there is one group that has turned more bearish than at any time in years: corporate insiders. [New York Times: Business] More reason to keep out of the market right now.
Here is a post on stock ownership from the perspective of a mouse. What do individuals buy when they buy stock? The books say that you buy rights to a share of future cash flows. When stocks looked more like bonds (when they distributed excess earnings as dividends to shareholders), this was a valid definition. What individual investors buy today is speculative fiction in regards to valuation, potential for acquisition, momentum, earnings surprises, etc. This is a volitile basis for ownership and leads to excess. The books are right in that over the short term dividends don’t matter, but longer term they matter a lot. Why? They force corporate management to avoid low yield investments and opaque accounting. [John Robb's Radio Weblog] Damn straight. Dividends have always been a major engine of stock market growth. Without them the market can’t grow.
The McKinsey Quarterly: Just-in-time strategy for a turbulent world. Nice article on portfolio management and how it works in an uncertain environment.
New Scientist: 20-year study finds organic farming is more efficient. SciAm agrees, but queries whether the investigators could make this case without subsidies.
Business leaders wary of investment. Which will slow down recovery, no?
Down to Raucous Wire, Osbournes in MTV Deal. The first show was good, I hope it keeps up…
BBC. NYT. A breakthrough in diabetes treatment.[John Robb's Radio Weblog]
Software shows uniqueness of handwriting. The study is already making an impact in US courts, where handwriting evidence is often challenged [New Scientist]
EE Times - Taiwan joins Chinese effort on proprietary DVD format. It’s $20 in licence fees per DVD player; how can China expect to pay this much? So much for the fixed cost vs variable cost options.
Anti-snooping operating system close to launch. Computer activists are programming a system that aims to sidestep UK government surveillance efforts by storing all data overseas [New Scientist] Caroline should like the fact that it’s called Moot.
Guest DaveNet: A Personal Look at Blogging.
