*Found poetry.
Key Questions of 2009
1. Where is the frostbite? (what is allowed to fall to a clearing price)?
business models requiring a loan, leverage, international trade or expensive oil.
2. What is the extent of the brain damage? (what will not come back)?
business models that can't internally fund working capital and require debt to fund on-going operations.
3. Where is the gangrene? (What is being propped up in an effort to postpone reality?) business models funded by taxes and other forms of coercive funding.
4. What benefits from price-blindness? (where will positive cash-flows come from?)
local business models that cannot be outsourced globally.
5. What are the owned-unknowns? (Where will productivity-growth/innovation come from?)
