Stephen Roach's MacroVision conference is reported on here. It is worth a read. It appears that the consensus of people attending the conference was that the global econonomy is going to continue on its Goldilocks path. However, the wisdom of crowds may just reflect the trends that they are analyzing. Classic rear vision management mentality, [...]

We know that the music business was hit hard by p2p. According Jean Francois Cecillion, the MD of EMI in France, about 80% of the music distributed on line was via free p2p downloads…. and this at the time that iTunes has become the #1 music retailer in the world. Forget for a moment what [...]