Category Archives: Business

ethanol is a distraction

ethanol is distracting us from real energy conservation, from better fuel efficiency. increasing the price of food, giving subsidies to special interest groups. we should be importing sugar ethanol from brazil. Sugar ethanol imports ->lower ethanol prices ->lower corn prices ->lower agriculture commodity prices -> lower food prices -> lower inflation -> more room for [...]

Apple’s iPhone: Could It Flop?

Another article critiquing the iPhone. Interesting to note that even at CES, many attendees had mixed feelings. The common problems: Price, touch-screen, and no 3G. If you are following this topic of discussion read more at Tech Trader Daily

The Venice Project

The team who created Kazaa and Skype are now working on another disruptive technology creation. This time they are tackling the TV industry with their still-in-beta software dubbed ‘The Venice Project’. Apparently, it is going to incorporate P2P features with TV and allow PC users to stream (up and down) television in pretty pristine quality. If only they [...]

Apple iPhone Review and Investment Perspective

Earlier this week Steve Jobs unveiled Apple’s newest creation. To lots of fanfare the iPhone was debuted. Its an amazing piece of engineering. Unlike any cell phone before it, it brings Apple’s unique simplistic design to a high tech device. Featuring a beautiful wide touch screen and integration with email, Yahoo, and Google maps, the [...]

Investment Bankers vs. Sales & Traders

Information Arbitrage: The Wall Street Series Part II: Investment Banking vs. Sales & Trading – Can’t We Be Friends?

Web 2.0 Bust 2.0?

Over at DealBook, a look at the promise and ??hype?? of Web 2.0. Will 2007 prove their business models or again kill the web advertising models ala 2K1. The blog post has some interesting points. Read more on an interview with KPCB partner Randy Komisar at Venture Beat

Low rates bad for companies in long term?

I love the Economist. Another great article on the downside of low interest rates, the piles of cash currently on companies’ balance sheet, and why today’s management are patting themselves on the back instead of reinvesting!

Good Year for M&A

2006 “The Year That Made Deal Makers Giddy”, was an amazing year for Wall Street and more specifically M&A bankers. Will it continue in 2007? — I sure hopes so.

Ford and Toyota?

Ford and Toyota Chiefs Met in Tokyo – DealBook What if Toyota and Ford merged?!!?

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