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Nov 28 - Ringling Bros Big Top

A timely article from Forbes, and their best in a long time, on how 'sophisticated' investors still get suckered. 'Tis the season.

With all that raw processing power, it's hard for the Xbox 360 to not blow away older consoles. But unlike the Playstation, Bill Gates' little white box is paving the way for his vision of dominating the world through an all-purpose home network appliance, a distinction which the NYTimes reviewer recognizes but is oddly overlooked by the sages at the Economist.

Finally a pundit ponders the irrationality of China-fear. Thank you, Ben Stein. Notice per capita GDP there needs to increase 40x to match the US. So the China boom means China is unlikely to end up like the Soviet Union. Congratulations, Mao and Deng.

Covered EPIX 5.20-5.20. Covered TRMS 12-11.50. Sh scalped NYNY 6.15-5.80.


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