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July 2011



The Debt Ceiling and Other Dangers

July 29, 2011 – Comments (4)

Here's my column for today:  [more]



CEOs and NPD

July 21, 2011 – Comments (2) | RELATED TICKERS: FOX , BP , AIG

My column yesterday for delved into the idea that some CEOs may "suffer" from something that looks an awful lot like narcissistic personality disorder. Of course, anybody who's been paying any attention would notice that our culture seems to really encourage and even celebrate this kind of behavior; too bad there are major problems with it, such as lack of empathy for others.  [more]



Breaking Your Own Rules

July 14, 2011 – Comments (10) | RELATED TICKERS: TVIA

I think it's good for investors to have some hard-and-fast rules they're always conscious of... I've also recently been thinking that every once in a while, you need to have the flexibility to break them in the right circumstances.   [more]



Is Google Bad... or Wicked Good?

July 01, 2011 – Comments (0) | RELATED TICKERS: GOOGL , WFM

I wrote this piece yesterday for, asking the question in light of the FTC situation. Does it change the view that this is a responsible company in many ways? Kind of reminded me a little too much of the FTC witch hunt against Whole Foods in 2007, when I joked that the FTC seemed like it might be headquartered on the Planet Xenon. (I'm still long Whole Foods, and bought some shares for my Rising Star portfolio recently, just for full disclosure.) Is Google really just being scrutinized because it has a wicked good product? Just a thought.   [more]

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