Category Archives: tech-telecom-markets-macro

Dear Google; Next Time You Invade My Home, Could You At Least Knock? (updated)

So I wrote a post back in February musing about the potential security risks posed by Google’s newly acquired NEST Thermostat and PROTECT smoke detectors  (http://strongviewslightlyheld.willowblish.com?p=535).  Its only April and we’ve had our first major home intrusion.  The irony is … Continue reading

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Girls Soccer and the Perversions of Capitalism…

Lets get this clear at the start – this post is not about any off-kilter sexual issues related to girl’s soccer (although I am sure there is a blog dedicated to that somewhere out there).  It stems from a recent … Continue reading

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Monetary Velocity (and Thus Animal Spirits) Still Sucking WInd

Halfway through my first cup of coffee, the thought “I wonder what’s happened with Monetary Velocity?” flitted by.  So I went and looked it up.  Because that’s just how I roll.  Besides, it was better than confronting the unpacking jobs … Continue reading

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Spared the Maddening Madnesses of March Madness

It is just possible that I have finally escaped March Madness.  Just some short musing here without much real point.  Mostly just taking a break from un-packing. Every year, I would grin and nod along while my fellow co-workers and … Continue reading

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Economy – Think Those Animal Spirits Have a “Great” Summer Ahead

Keynes’ term “Animal Spirits” is one of those key economic concepts that many economists seem desperate to deny, avoid, or leave up in the attic like a crazy aunt. “Even apart from the instability due to speculation, there is the … Continue reading

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Facts? We Don’t Need No Stinkin Facts! Why “Chatter” Wins Over Substance in the Markets.

A good friend sent around a piece clearly refuting some current rumor/chatter tempest-in-a-teapot that is gyrating semiconductor stocks (Intel, TSMC, etc…)   It is clear that the facts are totally in opposition to the “chatter.”  And the writers evident frustration makes … Continue reading

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Target Was Burgled Through the HVAC System? So Many Ways to Read This

Has it really been ten+ days since I last posted?  Ugh.  We are in the final few weeks of house-renovation with a target move-in date of “before March 15 or we’re homeless.”  Just haven’t been  able to summon the focus … Continue reading

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Google Glass is the New Segway – NYPD Test Another Nail in the Coffin.

Remember all the hype over the Segway?  It was going to revolutionize transportation and generally change the world.  Decades later, use is confined largely to tourist tours, mall security, and cops. The NYPD’s announcement they are testing Google Glass seems … Continue reading

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AT&T’s European Wireless M&A Hopes. Crushed Under a Boulder Named “Snowden?”

AT&T just formally stated it would not bid for the UK’s Vodafone for the next 6 months.  This was forced by the UK takeover commission, which has an (admirable) put up or shut up rule.  However, the side commentary remains … Continue reading

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The Scourge of Capitalism Infects US Wireless? Charlie Ergen’s DISH In The Catbird Seat.

You have to laugh at T-Mobile’s brilliant, cheeky full-page NYT ad today (image below).    This comes on the heels of a suspiciously well-sourced WSJ report making it clear the US DoJ and FCC have no enthusiasm for a merger … Continue reading

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