Michael Cam-Phung

@brianschardt plagiarism is bad.

mfs be bald and talking about “the fed is hiking too fast" my brother you are worried about the wrong recession

@BillAckman Absolutely wonderful idea. But how do we make this actually happen? What narrative would appeal to both sides of the aisle? Draining Russia of talent seems like the most politically viable path. Immigration from other areas unfortunately seems more challenging (politically).

And if we can target immigration policy to achieve important political objectives like catalyzing a Russian talent drain to the US, why shouldn’t we?

Inflation can be mitigated by reducing demand and/or by increasing supply. The @federalreserve can only reduce demand by raising rates, a very blunt tool. Wage inflation will likely continue until rates rise to restrictive levels.

@daverichard Big question for my lineup this week...do I start Matt Stafford or Michael Vick? Both are supposed to do well this week.

Google Apps vs. Office 365 assessment, not a slam dunk for Google. Long MSFT! technology.berkeley.edu/productivity-s…

Old article, but crucial lesson, share buybacks should create little intrinsic value over the longrun... cfo.com/printable/arti…

Will anyone actually buy Clorox? futuresmag.com/News/2011/7/Pa…

High Quality, Low Price: The Consumer Quest for 'Cheap Premium' Brands money.blogs.time.com/2011/05/02/hig… via @TIME

Do you Qihoo? Chinese Internet IPO goes nuts money.cnn.com/2011/03/30/tec… via @CNNMoney

Today's edition of City Ledes is now up at www.cityledes.com

Beer to be classified as alcohol for first time in Russia - Telegraph telegraph.co.uk/news/worldnews… via @Telegraph

Do You Have a Hard Time Delegating? : Lifestyle :: American Express OPEN Forum openforum.com/idea-hub/topic… via @OPENForum

Great article on a great operationally focused PE fund (CCMP) http://www.iimagazine.com/Article.aspx?ArticleID=2758868&LS=EMS491345

Profiles based on 15+ year olds! RT @whonews: #Alcohol use profiles for more than 100 countries published here http://tinyurl.com/4doxcle

A Gym Where It Costs You to Skip a Workout: A new program makes members pay if they skip workouts. http://nyti.ms/h2PkLa

It’s Not the Online Coupons. It’s the Psychology. - http://nyti.ms/gsvnA2

@harvardhoochies don't worry...HBS class of 2014

URBN joining spate of new entrants in bridal wear including J Crew as number of marriage age but single consumers grow http://bit.ly/gHLEUx

By my count, the 2nd fitness club to make money for PE (JW Childs / Equinox) RT @peHUB: Fitness First Plans $549M IPO http://dlvr.it/G07Y1

@jameshbailey More reason to go the Las Vegas Lingerie convention in March....Bloomberg bloom.bg/fYLxF8 via @BloombergNow