Bottom of the Pyramid

This is a pretty interesting talk:

http://knowledge.wharton.upenn.edu/article.cfm?articleid=2356#

arguing the merits of addressing what has been viewed as the "bottom" of the market.

The Giant Pool of Money

I had heard The Giant Pool of Money realtime on the radio, but chanced upon the online replay ... worth listening to, sad ... the destruction of so much capital that might have done something useful.