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Monthly Archives: March 2014
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
Posted in tech-telecom-markets-macro
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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
Posted in tech-telecom-markets-macro
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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
Posted in musings-ephemera-etcetera, tech-telecom-markets-macro
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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
Posted in tech-telecom-markets-macro
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