Thursday, November 06, 2003

Another day, another blog...

Hardly a day goes by anymore when I don't hear that another friend has started a blog. Today it was Ed Sim with his Beyond VC self described as "A venture capitalist's viewpoint on technology, the markets, and life in a connected world..." Ed's a smart guy and I expect this to be interesting reading on a regular basis... Maybe he'll figure out how to be more regular than me! :-)

Sunday, November 02, 2003

Who believes in the growth number?

I am taking an informal survey (email me) on the GDP number -- do you believe it? If so, do you believe that the tax cut is the reason or do you have a different theory? If not, what do you think it really was? 7.2% !? Here is what I want to know -- how do home refinancings figure into this number? Could it be that the real reason that GDP seems so high is low interest rates?