en-us https://www.intensedebate.com/users/343158 Comments by Gregg_Smith http://paul.kedrosky.com/archives/2011/01/scrap_metal_cow.html#IDComment123975806 My best friend from high school works on trains and barges in the Mississippi River grading scrap metal for a arc-furnace mini mill. Fascinating job. Wed, 26 Jan 2011 21:35:14 +0000 http://paul.kedrosky.com/archives/2011/01/scrap_metal_cow.html#IDComment123975806 http://paul.kedrosky.com/archives/2009/03/the_aig_blackma.html#IDComment17105130 My conclusion based on that deck? Split AIG into at least 3 companies and systematically wind down/liquidate AIGFP over the next two years. Is that unreasonable? Mon, 16 Mar 2009 20:06:06 +0000 http://paul.kedrosky.com/archives/2009/03/the_aig_blackma.html#IDComment17105130 http://www.feld.com/wp/archives/2009/03/daily-data.html#IDComment16398191 Aren't you overwhelmed by the daily data? Wouldn't you prefer to see a visualization of this information giving historical and comparative context? I've tried the daily metrics and found it more valuable as a CFO to see it aggregated once/week...especially when it's as granular as the statistics you presented above. I can't be strategic if a daily metric falls off the table for some reason that's usually irrelevant in the long run. Fri, 6 Mar 2009 18:25:28 +0000 http://www.feld.com/wp/archives/2009/03/daily-data.html#IDComment16398191