The Good News Economist

The Bull Run Begins This Week

Just a note to say thanks to all for the commentary here on both sides. As a writer it is quite gratifying to evoke such candor of thought and dialog.

I look forward to more discussions on seeking alpha as the market waits for no one...

gne

Running Strong Again: The Four Horsemen of Technology

Totally agree Bill... and enjoyed the four horsemen analogy.

In fact your chart looks quite like the one here:
mast-economy.blogspot....

The trio of AAPL, IBM, and INTC posted a combined earnings of $6.2B in Q4.

Additionally, Amazon had it's best Christmas ever and Google with PPC ads is still rocking.

Next Jan, we'll look back on this earnings season (from our Blackberry's of course) and note the clear beginnings of the seperation of the wheat from the chaff...

GNE

The Problem of Media Economics: Value Equations Have Radically Changed

Scott,

Great examples. This re-arranging of the value chain in media represents a huge opportunity for those entrepreneurs willing to invest the time to understand and business sense to monetize their understanding.

For those new businesses and business folk that get it right, it will be nothing good news.

GNE