February, 2010

If an unexpected threat (or opportunity) can come out of left field, it is good to look in that direction before committing to a new strategy or the status quo. What investors and Congress have to say about that.

Our first surprise suggests that we don’t ask questions that might help us predict competitors. Our second surprise suggests that our competitors may not be so easy to predict, unless the slate isn’t clean, jobs aren’t safe, issues aren’t clear, and tradition is binding.