Daily Archives: September 3, 2013

The Incredible Shrinking Budget Deficit… Wow.

Posting this chart mostly because it shocked me.  I knew the US budget deficit is falling, but I didn’t know it had fallen this fast or this far.   Chart is deficit as a % of GDP.  I am pretty confident … Continue reading

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Verizon/Vodafone Wireless Deal a Bad Thing For VZ Suppliers (and Customers)

Verizon has acquired full control of Verizon Wireless from partner Vodafone for $130b.  Vodafone’s Suppliers will do well from its $10b “Project Spring” investment program.  I’m hoping a chunk goes to core optical network supplier Infinera (my largest individual stock … Continue reading

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