For the past 18 months, I (and my former colleagues) have sat in amazement as the equity market and many, many equity analysts, steadfastly ignored both the credit orgy and then the impending implosion. Looks like this still may be the case, though I think we have pretty ample evidence of the way things are heading.
Elsewhere, here's a good example of why telcos don't build search engines.
Lastly, the presentations from the SCL Legislating Web 2.0 event are available at this site - highly recommended listening for those suffering fatigue with financial markets news coverage (in which case you'll want to skip my presentation).
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