Monthly Archive for May, 2002

Blogonomics: making a living from

Blogonomics: making a living from blogging. Another route to using ads, but who knows, it might just work.

The McKinsey Quarterly: Just-in-time strategy

The McKinsey Quarterly: Just-in-time strategy for a turbulent world. Nice article on portfolio management and how it works in an uncertain environment.

Here is a post on stock

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.

Who Wants to Buy Stock?

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.

Celine Dion Killed My iMac!

Celine Dion Killed My iMac! Good summary of how PC copy protection schemes tend to work on CDs.

Paolo: “I’m managing 13 weblogs

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.

Commentary on John Robb on

Commentary on John Robb on the new economy.

Terapin mine – mine Information

Terapin mine – mine Information Service. Funky device.

Kashmir’s distant economic dream. Such

Kashmir’s distant economic dream. Such a shame. I spent my 20th birthday in Kashir (Srinagar) – it was spellbinding.

BBC.  NYT.  A breakthrough in

BBCNYT.  A breakthrough in diabetes treatment.[John Robb's Radio Weblog]

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