I love the smell of napalm in the morning

Readers of this humble blogatelle will recall that occasionally we stray into a consideration of the disruption likely to befall our own industry (investment research) at the hands of alternative sources of information/opinion/analysis, or God forbid - a concerted open source research project. Well, my very industrious cyber-bubba, Stephen Castellano, has fired the starting gun. I think I smell smoke...