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Don't ignore a big shift for American Express and don't dig in your heels, says Jim Cramer.
With YouTube's help, Google's reported online TV service can stand out in an increasingly crowded field. But it isn't clear that either cord-cutters or pay-TV subscribers will embrace it.
Like Keynes, you've got to be able to change your mind when the facts change.
The lack of movement is causing great frustration for many market players.