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Jeff Bezos, the Washington Post and Content (which will get even better)
I have a different view from what’s out there thus far re where this acquisition will lead. Much of the discussion to date about this very interesting acquisition is focused on the content and the...
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Chemical Warfare: Never good but there could be a different outcome
On many levels this is out of my purview. However, in the early ’60′s I was an officer in what was then called the Chemical Corps. I spent the first year of my service running a chemical combat support...
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An Alternate “Truth” About Jobs–Not Steve, but the rest of us working stiffs
A good friend recently sent me an email asking if I agreed with some conclusions reached by Scott Winship in a well-written piece in the Wilson Quarterly titled “The Truth about Jobs.” Winship...
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Adding to the Knowledge Base–Distinguishing What You Know and Communicating...
An acquaintance of mine, Tom Brakke, has an interesting blog, ResearchPuzzle.com. He is pulling together an e-book based on letters he has posted to a young analyst giving advice on what it takes to...
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What to Expect in 2014 (And Beyond)
This outlook is being written a good 45 days later than when “What to Expect in 2013…” was written over a year ago. It is amazing how much can happen in that short time frame and can influence one’s...
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Altegris CIO Rivkin Discusses MSFT, GOOG, AMZN (Podcast)
Summary: Jan. 31 (Bloomberg) — Jack Rivkin, chief investment officer at Altegris Advisors, discusses reports that the board of Microsoft Corp. is getting ready to name Satya Nadella, executive vice...
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Altegris’s Rivkin Discusses 2014 Fed, Investment Views (Podcast)
Summary: Dec. 18 (Bloomberg) — Jack Rivkin, chief investment officer at Altegris, says he’s concerned retail investors may be inclined to start buying stocks in 2014 just when stocks are set to plateau...
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Action Economics’s Englund: Fed Dug Itself in a Hole (Podcast – April 10, 2014)
Apr 10, 2014 Mike Englund, chief economist at Action Economics, says the Federal Reserve is trying so hard to be transparent, e.g., by providing a list of economic indicators it’s watching to decide...
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Altegris CIO Rivkin Discusses Stocks, HFT, Fed (Podcast April 10, 2014)
Apr 10, 2014 Jack Rivkin, chief investment officer at Altegris Advisors, discusses the direction of the stock market, Federal Reserve policy, and the complexities of high frequency trading. Rivkin...
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Accenture’s Downes, Altegris’s Rivkin Assess Disruptors (Podcast – April 11,...
Apr 11, 2014 Larry Downes, co-author of “Big Bang Disruption: Strategy in the Age of Devestating Innovation,” and research fellow at the Accenture Institute for High Performance, weighs in on...
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