Hi!
An interesting article from AMR Research, discussing the current recession status and origins in front the past 2001 recession.
From my point of view, the facts and recession lives «another parameters and realities» comparing north american and european (or others) economies, but in any case is a good read, no doubt!
Carlos Ponce - WeBlog 
I agree that this is not 2001. Today we have an increase in the price of cereals (and oil and gold, …). The world’s poorest nations are about to see their starving population increase, and the humanitarian organisations see their food programmes getting harder to accomplish. Business Week discusses Bernanke’s Feb/27 report comparing today with the 1920’s recession.
I really don’t see the way for any investment increase, in fact I see companies saving their money in the near future.
(BW: http://www.businessweek.com/bwdaily/dnflash/content/feb2008/db20080227_896838.htm)
Thanks Jose-Alberto for your contribution. Really interesting. As always, there are different views and opinions. See
http://kudlowsmoneypolitics.blogspot.com/2008/02/no-recession.html
… where author says: «While modest gains in retail sales and industrial production suggest temporarily slower growth for the U.S. economy, these indicators are not signaling recession……To get a true recession reading, the production index would have to fall for 4 to 6 months in a row. That’s not happening.»
Maybe investment will focus on optimizations more than operational? What do you think?