Monthly Archives: December 2013

Musings on San Francisco and the Bay Area. Conclusion: Buy Oakland.

Sent this out as a casual e-mail a week ago.  Thought I’d post here.  Seems in line with the Zeitgeist.  Saw a pretty good NYTimes article on Oakland a few days later (http://www.nytimes.com/2013/12/25/business/another-city-by-the-bay-comes-into-its-own.html?_r=0).   On the personal front – finished … Continue reading

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Hunger Games – A Very Big Dog Loudly Not Barking

You should go see “Hunger Games” and its sequel.  Especially if you are one of them thar educated elites (which being a reader of this blog you must be). Watch it for three reasons. They are fun movies.  You have to … Continue reading

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The Problem Is Demand, But Public Discourse Lacks Even The Words to Speak of It.

My first re-posting!  Not a sing of laziness I swear.  Just that this guy has said something very well that I had been struggling to articulate. Our biggest economic policy problem right now is vocabulary.  Twenty years of prosperity has … Continue reading

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Budget Deal A Damp Squib. Maybe a Ray of Hope In there? Probably Not, But…

OK, the budget deal announced yesterday is pretty darn pathetic.  I had hoped for more.  And John Boehner is running for re-election instead of stepping aside as House Speaker.   I will probably be wrong about this next bit too. … Continue reading

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Cisco Rated “Sell” at Citi and Only Down 1%? Saddle Up That Dead Horse and Wait a While!

A day after I write about whether Cisco’s stock has bottomed out, Citibank initiates with a Sell.  The analyst, Ehud Gelblum, has been around for a while and has a following.  You would have expected a pretty major impact. There … Continue reading

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Is Cisco Really Trading at 6x-8x Per Share? With a 3% Yield? Wow…

Cisco has had its share of problems, many self-inflicted.   I have also been pretty wrong about Cisco (both the stock and the company).  But I still have a pretty decent gain in my (small) holding.,  Mostly because I bought … Continue reading

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Google Enters Cloud. I Am Skeptical They Will Succeed.

Google is finally making its big push into cloud computing.  They are way behind Amazon’s AWS and moderately behind Microsoft’s Azure. Rackspace, and IBM.  But they can bring to bear Google’s massive dollars, scale, and experience base/skills.  I remain skeptical … Continue reading

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Ukraine Unrest – Another Middle Class “Governance” Revolt. This is Profoundly Weird.

Just a quick muse on the (massive) protests underway in Ukraine.  The last few years has seen two fascinating, but weirdly parallel trends. Discrediting of power elites in “developed” countries like the US & Europe.  Mostly a result of post-crisis … Continue reading

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Crony Capitalistic-Socialism – No Wonder We Need To Top Up Worker’s Earnings

Per my prior post.  And pretty darn depressing. This chart is shamelessly stolen from Krugman (link below).  But its appearance in Krugman speaks to the main point – the growing awareness that low (mostly minimum) wages are one factor holding … Continue reading

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