Scribbles
Tuesday - June 7, 2005 - Morning
I came up with some draft ideas for blog pieces this morning and thought I'd put them down in a rough form for future polishing or throwing out depending on how the thread holds.
Hedge Fund - Draft Idea
Perfect market theory not always true.
Ends of the scale - momentum traders and out of favor stocks.
Value stocks (our of favor) vs. growth (momentum) stocks.
Over reaction on both ends - people overreact when they jump on the bandwagon and again when they jump off the bandwagon. Lemmings. Buffalo. Herd instinct.
Hedge fund don't care if market goes up or down. "Hedge" buy a group of "value" stocks and shorts a group of "growth" stocks.
Reference New York Times Article
Helium Mine - Draft Idea
His dad worked in a helium mine in Texas...
Or was it a hydrogen mine?
He forgot one day and lit up a smoke.
Why You Can't Make Money on the Web - Draft Idea
unless you own Google stock or work for an internet company of some sort
Advertising with Internet Magazines Radio TV - Push/Pull
coupon sites
porn
gambling
blinded by the popup/banner/blink
people don't start to read/listen/watch and then switch to buying mode (usually)
affliate vs. use of logos - making a pretty page - apparent legitimacy by association.
An Author Who Never Uses The Internet for Information - Draft Idea
When asked the question, "Do you troll through the internet for ideas?"
Richard Preston replies,
"... No. I find the Internet virtually useless in that respect. The problem with the Internet is that you can read Web page after Web page and never get the sense that you are either hearing the straight story, or learning something
new. So much of it seems incomplete, half-baked, or just repackaged
information."
Interview with Richard Preston from page 298 The New New Journalism : Conversations with America's Best Nonfiction Writers on Their Craft - by Robert Boynton
Bill Gates - "content" will make (or break) the internet.
Internet and CB Radio model. What happens when everyone has a voice?
It's All First Draft on The Internet - Draft Idea
That's it.
Have a great week, wherever you find yourself.