Month: September 2008

links for 2008-09-13

Microsoft and Yahoo! – Facebook is the Real Reason | The Disciplined Investor
Microsoft and Yahoo! – Facebook...

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What if all the banks are closed?

All eyes will live and breathe Lehman Brothers (LEH) this week, but here is the early edition of my MSN Strategy Lab Journal:

No, we don’t need banks, cars or computers. Nor do we need planes, radios or phones. Get rid of all of the companies that provide these products and...

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How my local Newsrag ignored warnings…

In mid-February 2008, I attended a Reuters conference in New York that got me thinking. I asked myself: How bad is this sub-prime crisis? I also wondered how far it could infect the rest of our economy. It didn’t take to long to put together a projection and I was...

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