Research Zeitgeist: Long Tail for the Long View
Visitors to Research Recap can’t seem to get enough of George Freidman’s new book looking ahead to the next 100 years. Our Jan 15 post on Freidman’s The Next 100 Years, was the most popular for the second straight week. Freidman predicts that the US will not be usurped by China or any other country as the leader global power in the coming century. He also sees Japan, Turkey, Poland and Mexico as rising powers, each for different geopolitical and demographic reasons.
The Motley Fool’s report on several large-cap companies at risk of bankruptcy, also reappeared, moving up to the second spot, followed by our Research Roundup of the mostly negative initial reaction to Tim Geithner’s Financial Stability Plan, which landed with a thud last week. While later comments from the likes of CreditSights, Standard & Poor’s, Moody’s, and Oxford Analytica were more positive, Geithner is now in the unenviable position of pushing a rock up a hill after the plan’s lukewarm reception.
Other new entrants were McKinsey’s analysis showing that global M&A activity is holding up rather well in the current recession, and Fitch Ratings’ Late Payments on US Credit Cards Reach Record High Levels.
Research Recap Quote of the Week:
With these credit default swaps, I never know whose legs I’m supposed to break. – Character in New Yorker cartoon by Paul Noth.
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