Monthly Archives: January 2014

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 →

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 →

Obama’s declining approval rating is generating the usual “horse race” stories reading Obama’s loss as a gain for the Republicans.  Bloomberg News quote below.  I suggest a more plausible, profound, and persistent perspective (what I’ll do for the sake of … Continue reading →

So I should be writing trenchant commentary on the market or economy or something highbrow, but I find myself thinking about pickup trucks.  Partly because I’ve been in Florida this week visiting friends and family (Key West, Homestead, Ocala so far … Continue reading →

Chris Christie never had a real shot at becoming President, but he would have likely provided a fair amount of entertainment in failing at it.  No more.  He probably has hubris enough to still run, but he will be an early casualty … Continue reading →

I love S-Curves.  Society obeys them.  Which gives me that wonderful illusion of society doing my bidding.  Almost as good as an invincible robot army on a secret Pacific island fortress.  But I digress. (see chart below – US broadband … Continue reading →

I’ve been trying to compose an appropriately “Strong View Lightly Held 2014 Outlook” for a few days now.  Just not happening.  I have ideas, but not feeling much conviction.  This “meh-ness” might actually be the dominant tone for 2014 – … Continue reading →