innovating caps (4); making better use of blogs; accomodating macroeconomics & sector bets
I am writing a series of posts suggesting changes to caps that would make it fit better the style that makes sector bets based on macroeconomic reasoning.
The reasoning behind a stock pickers pick is easily found in caps. You look up the pitch. With the new search facility this has become even easier. To understand the rationale behind a sectorbet is much more difficult. There is no direct explanation. You must hope to find a blogpost.
There is more generally speaking almost always a lively debate on macro-economics going on in the blogs in caps. But it can be very difficult to find the relevant posts.
I already have suggested once before that combining blogs of different authors into a topical caps-"magazine" would be very usefull. With a little editing that could be very interesting documents. Enriching those further by inviting comments by professionals would enhance their value even more.
Making it possible to tag a blog would also be a very helpfull step. The editors of the " magazines" could also play a role here by suggesting tags. That would make it possible for people to link their posts more easily to an ongoing debate.The blog archive should then be made searchable for those tags.
My third suggestion would be to make it possible to take out a "subscription" to a certain blog. That would mean that every time there is a new post written by the autghor of the blog I would be alerted. It should be an alert visible under the blog tag. In this way it would be possible to keep up with a debate much more easily.