October 2008
11 posts
SWF assets to hit $10tn by 2015 →
ArabianBusiness.com writes that, “Cash-rich sovereign wealth funds (SWFs) are expected to grow their assets under management by 15 percent a year, amassing a massive $10 trillion in assets by…
Oct 28th
S&P 500 EPS Over Time →
Useful chart from Crestmont of S&P 500 earnings-per-share over time, and how that has oscillated around a historical trendline tied to GDP growth. It provides support for my view…
Oct 28th
The Singletary-Walsh connection →
In August 2007, a few days after the death of Bill Walsh, I spoke to Mike Singletary. I asked the Hall-of-Fame player about the Hall-of-Fame coach. What follows is the article I wrote for The Press…
Oct 24th
Twine goes fully public with next-generation... →
Twine, a bookmarking and knowledge-tracking application developed by Radar Networks, is leaving its closed beta tonight with an array of new features, in hopes of becoming one of the…
Oct 21st
Report Says Pure Open Source Is No Longer a Viable... →
How do you make money if you give your software away for free? That’s the classic question asked of Open Source software vendors and the expected reply is that they charge customers for software…
Oct 14th
Delicious, Upcoming Founders To Show You Political... →
Shared by Monty Very interesting. This would be great to apply to regular media as well. This is one of the most polarizing elections in terms of biased news reporting.. What has ex-Yahooer…
Oct 11th
WatchWatch
Sequoia Capitals presentation to its portfolio companies. Not terribly surprising, but it is interesting to get some inside perspective on how the current crisis will impact the Silicon Valley. Ultimately, this will have a direct impact on jobs here.
Oct 11th
SAP
View the full SAP chart at Wikinvest
Oct 9th
I’m Going Long Right Now →
I  could be an idiot. But I think now is the time. I put 8 pct of my net worth in DIAmond puts at 11000, as a hedge, and just sold them at a very nice gain. Very nice. Now Im short puts that I…
Oct 9th
What downturn? Private equity still going strong →
The financial sky may be falling, but it looks like private equity firms are relatively sheltered. In fact, fundraising by North American private equity firms during the first three quarters…
Oct 8th
Classic Pro Wrestling Interviews  →
Great usage of youtube filtering!  This site just make it to the top of my bookmarks.
Oct 2nd