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March 12, 2008



Couple interesting blog posts today from Paul Kedrosky ...

Jim Rogers says abolish the Fed-- http://paul.kedrosky.com/archives/2008/03/12/jim_rogers_abol.html

Paul Kedrosky with more on the bearish thesis on Google-- http://paul.kedrosky.com/archives/2008/03/12/google_doom_boo.html


Related to your Spitzer market bottom post a couple days ago, I noticed today on yahoo.com that 5 years have elapsed since Elizabeth Smart was rescued. The market bottomed at around SP 800 in March 2003, and I have a vague recollection of the very initial rally intraday in the SP in March 2003 coming somewhat arbitrarily a week before the Iraq war. Reporters seeking a catalyst explicitly linked the move to the rescue of Elizabeth Smart and that randomly happened to coincide with the market bottom. Perhaps more of a lesson in how far reporters will go to attach a cause to a market move but interesting nonetheless.

Jason Unger

Hulu sounds like a good idea and all, but the revolution isn't being able to watch TV over the Internet -- it's having on-demand access to a library of content ON your TV.

Nobody wants to sit at their desk and watch TV on the computer. So getting the content that Hulu provides on to the natural passive environment of the television is the key.

Whether it's a tool like Apple TV adding a Hulu option, or the Xbox 360 getting involved, delivering the content over the Internet is a step in the right direction, but it has to be easily connected to the TV.

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  • Cody Willard is the general manager of CL Willard Capital. Find him at TheStreet.com, the Financial Times, on TV, or even playing that rock n' roll.

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