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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
Posted in tech-telecom-markets-macro
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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
Posted in tech-telecom-markets-macro
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