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  • Key Trends to Watch in Oil & Gas in 2011 [View article]
    If you click on the complimentary download link near the top of this post you can access the full research report that is recapped in the post.
    Mar 14, 2011. 10:37 AM | Likes Like |Link to Comment
  • EU Banks Able to Manage Exposure to Troubled Debt [View article]
    Moody's report says "Our survey indicates that gross exposures are mostly concentrated in a range of private claims comprising business and residential loans, interbank loans and, to a smaller extent, derivatives. The aggregate gross exposure to sovereign or other public sector debt is significant but comes second."
    Moody's also made a number of assumptions for degrees of loss in each segment that are much greater than currently forecast. Time will tell if they are right.
    Angus Robertson, Editor
    Jun 11, 2010. 11:00 PM | Likes Like |Link to Comment
  • U.S. Pushes for Advanced Biofuels Market Growth [View article]
    Thanks, much appreciated.
    Angus Robertson, Editor
    Jun 11, 2010. 10:51 PM | Likes Like |Link to Comment
  • Audit Integrity Lists 10 Companies That Failed Its Due Diligence Test [View article]
    Thanks for the comments. Audit Integrity has provided a sample of its methodology using Caterpillar as an example. Click the link below to access it. Angus Robertson, Editor
    May 26, 2010. 04:05 PM | Likes Like |Link to Comment
  • Greek Crisis Poses Challenges to Monetary / Political Unions [View article]
    Thanks for the thoughtful discussion. It seems only a matter of time before the US system is tested by both state and federal deficits.
    May 24, 2010. 03:15 PM | Likes Like |Link to Comment
  • Baidu's $2.5 Billion Stock Split [View article]
    Not everyone is bullish on Baidu. Check out:

    Pulse Check: Can Baidu Sustain Its Expensive Valuation?
    May 14, 2010. 08:44 AM | Likes Like |Link to Comment
  • Reality Check: 'iPad Won’t Affect Netbook Sales' [View article]
    Thanks. The use of peaked is incorrect as you point out. It was quoted from another report but still should have been used correctly.
    And while the mathematics do imply that growth rates typically slow over time, this does not negate the argument that the iPad will make that growth rate slower than it otherwise would have been: that the iPad will take some market share from netbooks, even if, as seems likely, netbook sales continue to grow, at least for a while.
    Angus Robertson, Editor
    May 14, 2010. 08:39 AM | Likes Like |Link to Comment
  • Canadian Economy to Outperform U.S. in Next Five Years [View article]
    Thanks for your thoughtful comments. Your final statement applies to many of us over 50 in most industrialized countries. We were lucky.
    Angus Robertson, Editor
    May 13, 2010. 10:01 AM | 1 Like Like |Link to Comment
  • Greece Likely to Fall Short of 2010 Deficit Reduction Goal [View article]
    There's also an irony in Obama calling on Spain to take strong action to tame its deficits.
    Angus Robertson
    May 13, 2010. 09:56 AM | 1 Like Like |Link to Comment
  • Reality Check: 'iPad Won’t Affect Netbook Sales' [View article]
    Also check out this perspective on the topic from FTTechblog.
    Good / bad news for netbooks?
    Angus Robertson
    May 13, 2010. 09:52 AM | Likes Like |Link to Comment
  • Analyst BackCheck: Piper's Munster on Apple [View article]
    Thanks for the feedback. Munster's 600,00-700,000 iPad first-day sales estimate was issued on the launch day Saturday afternoon and was based on his calls to Apple stores, so I'd say it was more than an administrative error. But give him credit for saying he was wrong and not making excuses. And while he was off on the opening day sales, he was on the mark about the very strong demand for the iPad.
    Angus Robertson, Editor
    May 6, 2010. 09:26 AM | 2 Likes Like |Link to Comment
  • PulseCheck Update: Blockbuster on Life Support [View article]
    No, we've actually had a couple of positive things to say about SIRI in the short to medium term. Long-term I think the product will be superseded by newer technologies, but SIRI at least has a chance to adapt.
    Rite-Aid is also in a challenging longer term position, given the growing strength of CVS, Walgreen's/Duane Reade and Wal-Mart.
    Mar 22, 2010. 05:17 PM | Likes Like |Link to Comment
  • RFID Technology Transforming Food Retailers Like Wal-Mart [View article]
    SivBum: "Leading suppliers of RFID tags include Intermec Technologies Corp. (IM) and Symbol Technologies, which is a unit of Motorola (MOT)."
    Mar 22, 2010. 05:08 PM | Likes Like |Link to Comment
  • Autos to Be Fastest Growing U.S. Industry in Next 5 Years [View article]
    WFS: were you able to download the report? It works fine on our end.
    Mar 22, 2010. 05:06 PM | Likes Like |Link to Comment
  • Higher Cost of Owning vs. Renting Will Drive U.S. Foreclosures Higher [View article]
    Thanks for all the comments. NPR's Alex Blumberg has an interesting piece today on a potential tidal wave of foreclosures if people get over their shame of defaulting and act in their economic self-interest.
    Feb 5, 2010. 10:46 AM | Likes Like |Link to Comment