Super Bowl Commercials as a Leading Indicator?

Can super bowl commercials predict bubbles? I don’t know. Here are the commercials from the past 13 years: http://superbowl-ads.com if you want to find out. We did seem to have a myrid of dot.com related commercials prior to that implosion. Signs of bubbles from this year? Perhaps deal-of-the-day sites.

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Last week I provided an estimate of the implied revenue

I had lunch today with one of my favorite people.