Category Archives: tech-telecom-markets-macro

ITS ALIVE! Sorry for spam – test post to see if new hosting site is working.

I have (hopefully) successfully migrated this blog to a new hosting site.  I am looking to get back to writing shortly.  Just when you thought it was safe to go back in the water….

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In Portugal & Spain for Next Month or So…

I will be hiking the Portuguese route of the Camino de Santiago for the next @10 days, then heading to Andalusia until early June.  Life is tough I know.  Although my luggage is currently lost somewhere between London and Porto… … Continue reading

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White House Net Neutrality Petition

Please consider signing this White House petition concerning Net Neutrality here.  These things do have an impact! The good news is that the FCC chair’s perfidious proposal has run into a buzz-saw of opposition.  Most notably, and importantly, from the other … Continue reading

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FCC’s Mooted Internet “Fast Lane” An Abomination

New FCC Chairman Wheeler has leaked a proposal to allow ISP’s to charge for higher-speed “fast lane” access to their networks.  This is an abomination.  It is pathetic.  It is a betrayal of the public trust by the Obama administration. … Continue reading

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Google Gets Us the Gig(abit). Brilliantly Played.

AT&T’s announcement today that it is “considering”  offering speeds of “up to 1 gigabit” in “up to” 21 cities is not particularly substantial in itself.  But it marks a major turning point. Google has successfully re-defined “broadband” to mean a … Continue reading

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Brownian Motion – A Deeper Problem With High-Frequency Trading, Algortihmic Trading, and Their Ilk.

Micheal Lewis’s new book has done us a favor by finally dragging the high-frequency trading (HFT) phenomenon into the spotlight.  It has always seemed fairly obvious that any trading strategy that depends on being a few milliseconds faster than others … Continue reading

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Wow. Is Even Thomas Friedman Tiptoeing Away From Israel?

I did something unusual today.  I actually read an entire Thomas Friedman Op-Ed piece.    Even more unusually, he was writing about Israel.  I have pretty much given up on Friedman saying anything substantial in general and about Israel in … Continue reading

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Market/Tech/Beta Meltdown – Some Thoughts. Arguably hopeful.

Stocks have been selling off in general, with tech names selling off in particular.  The concerns aren’t about individual names.  It is just generalized selling of broad sectors and categories ahead of earnings. I see the underlying problem as such … Continue reading

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A Golf Clap For John Kerry

I had low expectations for John Kerry’s Israeli/Palestinian peace initiative.  I saw it mostly as another sign the Obama administration was giving up on doing much before 2016.  THe recent failure of talks doesn’t change that view, but I do … Continue reading

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Want Faster Traffic Flow? Pass Immigration Reform! Musing on Unintended Consequences

It turns out that SLOW drivers do a lot more to impede smooth traffic flows than speeders.  This is particularly evident here in the otherwise dry and well-paved Bay Area.  You will slowly pick your way through a knot of … Continue reading

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