Dear Valued Readers

NOTE: IM STILL VERY OPTIMISTIC: Keep the entrepreneurial spirit HIGH – its the perfect time to build and start fantastic companies – all the wannabes are gone – and drive can take you anywhere in this depressive finacial climate!!

TO MY POINT: Im not at all into stocks and not an expert (in anything) – but since Im spending most of my time with people at the higher end of the financial latter – I have decided to post the key points I have deciede to believe in – with a in this financial tsunami.

ON THE NEGATIVE

1) The national bailout plans seems to be very good in short term (and thank you to USA for bringing financial socialism back – its great fun to meet with all my ultra literalistic friends) – but be aware that its NOT necessarily a safe solution. It could easily be like peeing in the pants to get warm – since its also subsidizing VERY BAD BANKS that should have been shut down.
(The problem is that you cant see the good from the bad when you legislate troughout a whole sector).

2) Be aware of insane interest rates – since the bonds (behind mortgage loans) around the world that are about to be reissued – probably will have no (or very few) buyers – the interest of these can very likely explode.
*A mortgage loan is a loan secured by real property through the use of a mortgage

3) Be carefull with Bank stocks – I have seen a very clear pattern here in small Denmark – the banks are only calling the midsize trouble clients who have REAL VALUE in their arrangements (say 50% or more in real value) since they:

• a – get real money out of it
• b – take only a limited hit on they ballance = yearly reports = their stock.
• c – they only look moderately stupid

The banks try to do nothing (or areextremly carefull) – or even slightly hide the midsize clients in deep trouble with no real value (lets say a smalltime realesate developer with 2-3 buldings and 100% loan finansing) – since

• a – get NO money out of it
• b – take 100% hit on their ballance = yearly reports = stock.
• c – only ULTIMATELY stupid – and probobly breach the original idea of being a bank.

ON THE POSSITIVE SIDE
Buy compnaies dept (bonds) – they are 50% down in price and pay a fantastic interest – but remember its risky!!

The ba

Quote: “You not naive enough to believe we live in a democracy – buddy – its the free market” – the whole world have been believing in this bullshit from an old movie…. wow.

If someone had just shown this to Greenspan – he might not have been Greenspank now… But very straight and a real person (just shows that controle is beyond hard)- Quote: “I did not really get it”…see interview

PS. the real gaga was around last week when lost of big funds wnated the markets closed for 1-2 weeks – until stability would be around – but hey – no one asked for that after yesterdays US stocks 11% up…

Someone (maybe me) did this very simple to inspire and kick start your inner entrepreneur… Everyone and his dog is talking about recession – and NEARLY EVERYONE is HIT. But lets turn it upside down – this is the period of time where opportunity is MAX.

WARNING: its simple – not original / copy / paste / emotional.

Linus asked me “what can Robots do – are they real…” Hard question! Well – they can do nearly anything you can tech them – but cleaning your room might be difficult – but on the other hand they can play soccer… And they are used for industry – and for nerds to play with. A bit scary this movie – but also a proof of the trust we (engineres) have in these machines… And there is a fine line between real and dream with robots - watch this

I seldomly get really impressed with websites – but here is an eyeopener to USERINTERFACE+CONTENT+MAGIC – all in one. (You have to update Flash – but its SO WORTH IT). And OK – I admit it – Im a big Oasis fan.

Via TP from HelloGroup

I was speaking at the Art Directors Club in Berlin last week – and I got really passionate after a Speakers Dinner at a fantastic club the night before. These guys are all – smart – clever – good at thinking creatively and really (most of them) born to make change. (And they where mostly very cool – but – well – 30% of them not really proud of their work). So I gave this pretty hard – for germany – short pre presentation.

My bonus – was to meet Ralf Schmerberg – the guy behind this amassing Nike Video and the fantastic Dropping Knowledge (enjoy the start video). Im really moved by his way of looking at things – and the impact his visuals have…

In Denmark – we have a 100% tax sponsored national radio, tv and www.dr.dk – it’s second to none the most amasing television and radio and web you can find. Journalist are top dogs and the quality of the entertainment-  the produce is killer. On top of that the kids content is propably the best in the world (but only in Danish). This institution (Danish Radio) also run a yearly event called http://www.newmediadays.dk/

“New Media Days is where Scandinavian professionals from both traditional and new media converge to create the media of tomorrow. The event takes place in Copenhagen on October 8-9 2008 and will bring together more than 800 participants from all parts of the media world.”

- a pretty good event (you can say that its Reboot 24 months delayed – but Reboot is always extremely forefront – so that OK). What really really makes me wonder – is the fact that they yesterday gave the Special Price of Hornor to Lisbeth Knudsen – head of Berlingske Media – stating that she’s has done something special over the last years for the industry – reality is that they have done some beautifull websites and some pretty interesting restructuring but NOTHING SPECIAL consindering that they are a media company. That so fucked up. They could have given Lisbeth the price for being one of the most intelligent Danes – but the audience really showed how little they have interest in New Media by this choice – straight crazy.

DBA should ofcourse have had the price (transforming a paper to the most profitable Danish online company – but they dont do conferences – they work hard) or
Mygdal (one man army innovating for real – and challenging the whole world with his persistant brilliant mind)- or
Euroinvestor.dk (very profitable) or
Freeway should have been reelected – or
Mediaprovider.dk‘s founders – or

Ekstra Bladet (Soren is good and smart – and get insane CPM for showing naked Girls (side 9 is about 33% of all trafic) ;)

And I dont even want to comment on the fact that DR’s own website Bonanze won a price as well…

Last week I had the incredible fortune to meet with Richard Branson – after he invited me into his latest project. I cant say much – its about enviroment. What I can say though – is that the mann and his team is even more impressive then he apears when you read about his power and balls.

To be continued.

Imagine what a brand can do – and then think again. First Mr. Buffet took Goldman Sachs in an insane deal – and got shares at a silly price including interest + and unheard of option package. And now he took GE shares preferred – just because EVERYONE NEEDS his name. That’s BRAND VALUE!!

The only “problem” for him – is that if he keeps his growthrate – he will own all cash in the world in 30years ;)

And i have to bring my favrite quote again:

“Only when the tide goes out do you discover who’s been swimming naked.”