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  • Wall Street Breakfast: Must-Know News [View article]
    Two groups will get their rewards:
    1. the UAW which delivered Michigan;
    2. the environmentalists who want to force Detroit to develop better cars.

    The specific path is TBD - but it will cost you and me a bundle.
    Nov 13 19:20 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    When the obituaries of this period are written, it would seem as if Bernanke and Paulsen will be seen as masters of their toolchest, operating with creativity and moderation. Add Barney Frank. We are fortunate, and will most likely emerge with a better banking system. Unfortunately, the falling knives are not yet clattering on the floor.
    Jul 14 12:54 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The General Motors case study must be a centerpiece at HBS. A fundamental question, what should be the fundamental skill set for management of a company like this - marketing (drive market share), finance (figure out a way to keep afloat), engineering (design cars for the future), or manufacturing (produce consistent quality at reasonable costs.) The Japanese win because their management understands - no, subconsciously embraces - the latter two. As do some of the Germans. Not Detroit.
    Jul 07 12:26 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    There is good news and bad in the Russia-BP mess. For the Europeans who are becoming increasingly dependent upon Russian energy sources, there should be no illusions about how important brute power is in the relationship. And for global investors, it serves as a reminder that the US, with its tradition of laws, is a haven for capital.
    Jul 01 12:20 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Re: Opening banks to private equity:
    In business, once you have played all of your cards of maximizing efficiency and optimizing products and marketing, the final thing that one can do to increase returns is to increase risk. It certainly seems as if this is the point where the Fed is treading these days. The moves to date have been creative and, it would seem, effective; however, safeguards are being whittled down one at a time. they are there for reasons that have not gone away.
    Jun 27 11:16 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    At least the Belgians brew good beer. Is there an economist out there who knows how long we can go on selling America in order to cover our $60 billion per month trade deficit?
    RightinSanFrancisco.co...
    Jun 12 09:52 am |Rating: 0 0 |Link to Comment
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