Archive for October, 2008
Global advertising spending growth/fall in 2009
Interesting on the FT.
Zenith Optimedia (Publicis) forecasts a growth in global advertising of 4% in 2009, and 0.6% in US, while Barclays Capital forecasts a fall of 5.5% of spend in US.
I am with Barclays. Advertising will go down in 2009, and not only in US. I expect it to be down worldwide. It’s a […]
S&P below 1,000
Just a quick update on the bet I made with a friend of mine I hinted to a few blogs ago. I was giving the S&P 12 months to touch 1,000 (at the time I made the bet, the S&P was trading around 1,300), and it just touched it yesterday, closing at 996. I’ll collect […]
AdSense for games
Comscore reports that about 200 million people (25% of the Internet population) play games online, wether social or “serious” ones, and this number is growing quite nicely, faster than the growth of the internet population.
With a such a dynamic and growing sector, it will come with no surprise that Google is announcing AdSense for Games, […]
Don’t touch the equity
My view is that it’s not over yet. Whatever things are happening (Brown bailout of UK banks, US bailout of US banks, EU bailout of EU banks), it’s not the ninth inning yet.
The crisis is moving from wall street into main street. Consumers are stretched, a lot of corporates are doomed to fail or suffer […]