Fred Wilson, who I think has taken more vacations in the last year than Michelle Obama (off the top of my head, for Fred: Buenos Aires, Vail, Paris, someplace in Italy), hopes the Skype IPO will be the one to “get things going again.” Maybe. But when early investors (the smart/lucky money) are selling, someone [...]

That title overstates the case a little, but I doubt I made a friend of Matt Miller after quickly dashing off to him the e-mail below, in response to his Washington Post op/ed earlier this week (“How to Preserve Our Standard of Living”):
Dear Mr. Miller:
How can you write a whole column on our educational and [...]

The Pragmatic Capitalist quoting an RBS research report:
For a counter consensus look at just how rich equities actually are if we are right about the economy, and how far they can fall, look at Robert Shiller’s 10-yr real adjusted P/E ratio on the S&P500, which uses ten year smoothed earnings. We have used this as [...]

William W. Chip’s letter to the editor of the FT today:
From Mr William W. Chip.
Sir, In my letter of July 8 I argued that reducing US immigration to the levels set in 1924 would do more to prevent the decline of US real wages than the government programmes proposed by Richard Florida in his Comment [...]

A comment I left on Josh Brown’s post about value managers complaining about getting scalped by high frequency traders:
I suspect that HF traders overstate the extent to which their algorithmic trading provides any liquidity or price discovery benefits to the broader market. On the whole, it seems like an enterprise which throws a lot [...]

1) The way Congressional Representatives badgered BP CEO Tony Hayward last week was not Congress’s finest moment.
2) Last week’s $20 billion arm-twisting wasn’t this White House’s finest moment either.
3) BP Chairman Carl-Henric Svanberg has been subjected to ojust behandling by monolingual Americans imputing bad intent to his use of the unidiomatic expression “small [...]

Actually, this was posted by Geoff 10 days ago, but I just saw it today (HT: Eric Falkenstein):