What I like

Ford: no way, given the political situation, is this company going to go bankrupt...I'm guessing, after GM's experience that the UAW, retirees, and consumers are all going to do what they can to help out. This iconic company has a lot of good pieces, they just need a little time to rearrange the deck chairs.

DorBiopharma: cheap at the price for a company with real products...

Nintendo: ...and the last little piggy went wii, wii, wii all the way home.

Will there be just one social form above subsistence

Large corporations, like government bureaucracies or other large organizations, are not moral entities. They are, however, social contexts that create ethical issues for individuals. Modern American corporations, Caribbean plantations in the 18th century, and European feudal society are all ways of getting stuff done.

Watched pots don't boil

It is important to take a view in sync with the phenomena we are tracking...If we are growing a tree then we check it a couple of times a year; if we are feeding the birds then it may all happen within a minute.

Musical Chairs

A big game in my kindergarten...This was my first exposure of the gray area between cheating and good strategy. At least in the early rounds the idea was to spend as much time as possible by a chair. And most importantly, don't get distracted...expect the music to stop.

Can you believe?

Can you believe the waffling on the future of the markets by the talking heads? I feel like I'm in a car with 19 family members trying to decide where to eat. Minor correction, major correction, recession, yes, no, maybe...From Greenspan and Bernanke down to your co-worker everybody is wondering: what next? Well we all know what next...we just don't know when.