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Gates new perspective on the US role in foreign affairs.
01/05/2009
How Gates sees the US role in foreign affairs and its relaions with Russia, the war with extremist Islamic militants, and the ways in which US policies should be reshaped in the new administration.
Linked Articles
Pentagon Chief Sees Opportunities In Russia and the War on Terrorism
Washington Post 01/05/2009
A Balanced StrategyForeign Affairs 01/05/2009
How the automakers overcapacity by about a third of the 94 million capacity worldwide will play out similiarly over time in other industries.
12/31/2008
The automakers with their huge overcapacity face a rapidly developing crisis, as they will be forced to close plants quickly. A similiar situation is likely to develop gradually in other industries that have overcapacity from falling sales and a reluctant consumer, who is now focussed on saving.
Linked Articles
Automakers' Overcapacity Problem
BusinessWeek 12/31/2008
The Doomsayers Who Got It RightWall Street Journal 01/02/2009
In the past decade China's consumption as percentage of GDP drops 10% to 37%, America's rise to 96%.
11/26/2008
This leads to the global imbalance in savings that London B-School's Prof. Portes complains about. Cross border flows fro, Asia to the West reach 3% of global GDP, pumping extra money into the US banking system, and the European banking system leading to bad lending and a consumption binge. The reluctance of China and the U.S. to change the staus quo till things simply collapsed.
Linked Articles
Imbalance in Nations' Savings Clouds Forecasts for Recovery
Wall Street Journal 03/23/2009
Global Economy: No Help from China's ConsumersBusinessWeek 11/26/2008
Sheila Barr voices concern about lack of serious homeowner help, only institutional help.
08/27/2008
FDIC's Sheila Barr voices concern for a lack of serious homeowner help and an incomprehensible reluctance to do anything serious for homeowners in Congress or the Bush Administration even as Barr, Paulson and Bernanke offered no choice to CEO's of leading banks at the meeting last week in Paulson's offices but to sign term sheets for accepting $125 billion from the government. Another $125 billion goes to smaller banks. And a unspecified amount goes to buy troubled assets under TARP, and money to buy commercial paper, and other institutional help. Still nothing on a large comprehensive basis to help homeowners in difficulty which is at the root of this crisis according to Feldstein, Hubbard, Bair.
Linked Articles
FDIC Chief Raps Rescue for Helping Banks Over Homeowners
Wall Street Journal 10/16/2008
Agency’s Head Expects Banking’s Crisis to WorsenNew York Times 08/27/2008
The Honda Civic paradox- sales over 600,000 worldwide, and a mere 9000 in Japan in 2009
06/20/2008
Honda plans to discontinue production of the Civic in Japan as buyers are showing more interest in cars like the Honda Fit.
Linked Articles
Honda to End Civic Sales in Japan
Wall Street Journal 11/16/2010
The Smaller the Better, Automakers Are FindingNew York Times 06/20/2008
Differing timelines for Bill Ford and Mullaly at Ford and Wagoner at GM in their shift to smaller cars.
06/04/2008
GM was late in the shift to smaller cars than Ford even as the shift was taking place. Both companies though remained mired in a decades long stagnation in fuel efficency even as companies like Honda moved forward, and as the gap with the Europeans and the Japanese in the technology and skills of making small cars widened.
Linked Articles
G.M. Closing 4 Plants in Shift From Trucks Toward Cars
New York Times 06/04/2008
Bill Ford on Tipping Points and Thinking SmallBusinessWeek 07/31/2008
The Toyota Prius hybrid - top selling in Japan and a hard sell in China
04/21/2008
Linked Articles
Toyota's Prius top sellig car in 2009.
Detroit News 01/09/2010
In China, Hybrids Are Tough SellWall Street Journal 04/21/2008
Popular Eastern European automobile brands that stand for quality in Europe at low price points- Renault's Dacia in Romania
02/11/2008
The Dacia and Logan brands manufactured in Romania are expected to cross the 1 million sales mark in 2012. The Logan and Dacia have established a presence in Europe as models known for reliability. Sales of these lower cost cars are popular with buyers in France who see this as a choice replacing buying a used car.
Linked Articles
Frugal Dacia Stars in Renault's Overhaul
Wall Street Journal 02/11/2008
Renault Takes Low-Cost LeadWall Street Journal 04/16/2012
Daimler's solution to overheating in lithium ion car batteries and GM and Toyota's own efforts to solve this
01/11/2008
The overheating of lithium ion batteries is why it has taken so long to come up with mass market electric cars or hybrids using lithium ion batteries. Daimler's Zetsche says his company is the first to put a car on the market with litium ion battery in its S400 in late 2008 and it has developed a sophisticated cooling system in the car for this.
Linked Articles
At Daimler, Sales Follow the World’s Oil Riches
New York Times 05/10/2008
Race to Make Electric Cars Stalled by Battery ProblemsWall Street Journal 01/11/2008
Reform at Pemex and opening up Mexico's oil industry to foreign investment held up for a decade and the cost to the Mexican economy
12/19/2007
Reforms at Pemex and opening up the oil industry to foreign investment were held up in the Calderon administration after repeated efforts by the PAN party government to get the PRI and PRD's support. The final changes to the bill to make it more attractive for foreign oil companies to compete with Pemex were pushed by PAN in alliance with the PRI Nieto administration in 2013. The cost to Mexico is a lost decade in oil exploration in deep waters of the Gulf of Mexico, and a steep decline in oil revenues as Mexico turned into a net energy importer in March 2013, according to the WSJ.
Linked Articles
Economist 12/19/2007
How Shale Helped Frack Mexico's Energy ImpasseWall Street Journal 12/12/2013
IBM's strategies and growth in India.
09/03/2007
IBM's rapid upscaling of the Indian operations as one of its biggest overseas operations. And as a first IBM has focussed on getting a large share of the Indian IT market which Indian IT companies haven't focussed on to the extent IBM has.
Linked Articles
BusinessWeek 12/28/2007
A Red-Hot Big Blue In IndiaBusinessWeek 09/03/2007
China's search for global and western brands of baby milk powder after contamination of local brands
01/01/2009
Linked Articles
Former Head of Chinese Dairy Pleads Guilty
New York Times 01/01/2009
Chinese Search for Infant Formula Goes GlobalNew York Times 07/25/2013
The untold story of civilians caught in the crossfire in the wars in places like Gaza and Afganistan that have lasted decades.
12/25/2008
A physiotherapist from Turin, Italy, who runs the Red Cross Rehabilitation Center in Afghanistan, and a wounded surgeon who loses his wife and child in the cross fire between militants and Israelis in Gaza City, both have an untold story of civilians in both places.
Linked Articles
A Foreign Face Beloved by Afghans of All Stripes
New York Times 12/25/2008
Despair and a Defiant Smile in a Gaza HospitalNew York Times 01/09/2009
GM and Ford spent $175 million lobbying in the last 10 years with focus on fighting fuel efficiency standards.
11/15/2008
A misstep that leads to falling behind the Europeans and the Japanese in innovating and investing early in the area of fuel efficiency.
Linked Articles
Wall Street Journal 11/15/2008
Clout Has Plunged for Automakers and Union, TooNew York Times 11/18/2008
Did Putin overreact in Georgia 2008 and Ukraine 2014? Russia and the dangers to the Russian economy of not maintaining good relations with the West
08/13/2008
Russia tones down its overreaction as 66% of Russians polled in June say Russian forces should not enter Ukrainian terrritory. Putin and Russians in the administration policy making may have underestimated the reaction in the U.S. as reflected in this WSH editorial saying Americans should remember the words of Gen. Lucius Clay during the Berlin Blockade and the subsequent airlift. This could be why analysts in Russia now maintain that good relations with the West must be maintained, and entry of Russian forces into Ukraine would have disastrous consequences for Russia in terms of western sentiment and foreign investor sentiment. In such a situation Germany would be likely to support the stronger U.S. position seeing this in terms of the language used in theBerlin Airlift of 1948. For Germany and Russia this would be reversing the hard won gains of building relations from the time of Brandtand Kohl till today, fifty years of effort to build better relations and economic relationships- just too much for sober heads in Moscow Paris, and Berlin to accept, and closing another chapter in Russia's interactions with the West.
Linked Articles
Wall Street Journal 08/13/2008
Seeing Cost of Saber Rattling in Ukraine, Putin Alters CourseNew York Times 07/11/2014
The Honda Civic becomes the best selling brand marking the shift to smaller cars.
06/04/2008
The Japanese carmakers pass the Detroit carmakers in sales with smaller models like the Honda Civic leading the way. Bill Ford talks about his and Mullaly's committment to a shift to smaller cars.
Linked Articles
In a First, Asian Autos Outsold Detroit’s in May
New York Times 06/04/2008
Bill Ford on Tipping Points and Thinking SmallBusinessWeek 07/31/2008
Board meetings at GM and the how the culture and style of management stalled decisions on fuel efficiency and small car development.
05/15/2008
The evolution of the old management styles and attitudes as Ford brought in outside management and Bill Ford took a new tack, and at GM where old management plodded on inexorably in the old way. Which is quite different from what Alfred Sloan had advocated in his memoirs when he insisted on discussion and debate on critical decisions in board meetings for them to be worthwhile.
Linked Articles
BusinessWeek 05/15/2008
Bill Ford on Tipping Points and Thinking SmallBusinessWeek 07/31/2008
Lower incomes in manufacturing and and a general lowering of expectations in U.S. midwestern states like Ohio, Michigan, Indiana, Illinois and Wisconsin (1)
04/20/2008
Improving unemployment figures in Ohio in 2012 with 7.2% unemployment has come with lower incomes in manufacturing and a lowering of expectations about the future.
Linked Articles
Ohio economy improving, but residents can’t feel it - The Washington Post
Washington Post 08/08/2012
The Wage That Meant Middle ClassNew York Times 04/20/2008
The crisis at Motorola in 2008 and at Nokia in 2012
02/01/2008
Smartphone competition from Chinese and Korean brands, Huawei and Samsung, and new technologies with the Android smartphones and the Apple iPhone have upended the market for mobile phones. Nokia an established competitor finds itself in a dangerous situation with a precipitious loss of market share at the low end and the high end, and eroding margins.
Linked Articles
Motorola to Spin Off Handset Unit, As Icahn Waits
Wall Street Journal 02/01/2008
Nokia Posts $1.2 Billion Loss as Sales Drop 29%New York Times 04/19/2012
A tolerant Islamic world- the world of Hamza
01/06/2008
A more tolerant world has existed in Islamic Central Asia, South Asia and Iran, over long perids that were also punctuated by periods of conflict. Europe has experienced this also as the ebb and flow of religious strife and of tolerance prevailed in different periods.
Linked Articles
New York Times 01/06/2008
Eat Your Heart Out, HomerNew York Times 01/06/2008
Eastern European automobile brands that now stand for quality in Europe at lower price points- VW's Skoda in the Czech Republic
10/01/2007
Linked Articles
VW Revs Up Auto Race to Russia
Wall Street Journal 11/29/2007
Skoda Means Quality. ReallyBusinessWeek 10/01/2007
The Oil Price Shock of 2006 and the potential for oil price increases for 2012
04/29/2006
In 2006 as in 2012 the world faces tight supplies and a confrontation with Iran over its nuclear program.
Linked Articles
Fears of a 2008 Repeat for Oil
Wall Street Journal 03/18/2012
Trading Frenzy Adding to Rise in Price of OilNew York Times 04/29/2006
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