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Droppin' Knowledge: Howard Davidowitz Unleashed!

[vodpod id=ExternalVideo.865317&w=425&h=350&fv=]   Something about Howard Davidowitz gets me pumped!  Even when the subject he’s pontificating on is universally negative, such as the prospects for most retailers and consumers this year. In the above video from Yahoo‘s Tech Ticker, the retail industry maven keeps it real and confesses his utter shock at the disconnect between consumer/…

Breakfast Links: Toilet Paper Tube Sculptures

Stuff I’m Reading this Morning… The Epicurean Dealmaker on Harvard the Hedge Fund.  (TED) Rushkoff on MicroHoo; Calls Yahoo “Microsoft’s Prison Yard Bitch“.  (Daily Beast) Weak Dollar overnight, so you know what that means:  Explosive global rally in stocks and commodities?  (MarketWatch) CB Richard Ellis in the eye of the commercial real estate storm.  (LA…

Market Recap: The Battle

[youtube=http://www.youtube.com/watch?v=AMahxoftUFc] The Reformed Broker, AKA Buddy Lembeck, here with today’s Market Recap… Much like Rhymefest* gives up the battle to Big Daddy Kane in the above video (my favorite of ’09 so far), the bears had to give it up to the bulls today as banks and techs stole the show. The airlines went berzerk…

Your Oil Stocks Aren't Coming Back, Chulo

Remember when Intel (INTC), Microsoft (MSFT), Dell (DELL), Lucent (ALU), Yahoo (YHOO) and Cisco (CSCO) ruled the markets?  There was an era, roughly 1997 to 2000 when those stocks actually mattered.  They were important companies doing big things in terms of providing the technology needed for the next century’s communications and internet build-out.  And then,…