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A Different View of the Tibet Riots and Chinese Response

3 May 2008

I’ve just come back from a couple of days with our staff and selected members of the Future in Review Advisory Board, including Russ Daggatt, past CEO of Teledesic, ICO and New ICO, author of a book on international negotiation, and current founding partner of Denny Street Capital; and Sidney Rittenberg, author of “The Man Who Stayed Behind,” a [...]

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The Secret MS vs. Yahoo! Plan

30 April 2008

1. MS stars quit the company and go work for Google. 2. Yahoo stars, ditto. 3. MS disses Yahoo, calls off bid; Yahoo stock first ever to achieve negative numbers. 4. MS stock doubles. 5. Yahoo, now linked at the hip to Google and with a valueless stock, drifts aimlessly through the Saragasso Sea of No Strategy. 6. [...]

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President Abbas

29 April 2008

A funny thing happened on the way to George Bush bringing democracy to the Middle East: Palestine had a real election.  In that election, which unlike Bush’s own national election in the U.S., actually passed muster with the world’s election watchdog, the Carter Foundation, the current “president of Palestine” lost. How could that be?  Just [...]

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Mark’s analysis of the current economic crisis

24 April 2008

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U.S. Economy Splits – Right on Schedule

20 April 2008

Last week the Wall St. Journal ran a front page headline story, “Economy Splits.” It talked about the unusual situation of having tech companies doing really well (particularly large, global tech companies), while the other half of the economy (housing, construction, finance) did poorly. SNS Members were advised of this situation last fall, and are [...]

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Multiple Input Genetics (Heritability Theory of Evolution)

19 April 2008

Evolution is about ready for a revolution. Back in 1972 and 3, I started puzzling over a better theory than the Central Dogma of the strict Darwinian theory I’d been taught in school. Over the years, I think I’ve pieced it together, and a few years ago, I started publishing it in the SNS Newsletter. [...]

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Briefing the Marines

16 April 2008

Without going into a lot of detail, I was asked last week if I would prepare a discussion and points of view to be shared with a group meeting reporting to top miltary personnel. After a couple of talks on the telephone with the person who initiated these calls, I agreed. Because the meeting was [...]

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The End of Peak Oil

15 April 2008

In the: Well, that didn’t take long dept. Not long ago, I wrote in the SNS Newsletter www.stratnews.com and here that I thought the whole “peak oil” theory was wrong. At that time, I suggested that not only had there been several large “elephant” discoveries since the theory’s announcement (the theory suggests no more elephants, [...]

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Greenspan Redux: The Fireman’s Blowback

9 April 2008

Alan Greenspan is having a tough time: the world has caught on to his shenanigans at the Fed, and much sooner than he would have liked. So it is that he’s taken to the hustings, protesting that he had no role in the current credit debacle or the US housing market and construction markets. If [...]

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Basra Rewind, Bush Head-fake

4 April 2008

I guess I just wasn’t paying attention: I thought we had won the ground, hearts and minds of Basra several years ago. Ah yes, that was actually the British. I noticed, I believe it was last December, that Bush Jr. made a sudden, unannounced trip to Iraq, from where he gave some kind of speech [...]

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