Author Archives: Steve Kamman

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 →

Sent this out as a casual e-mail a week ago.  Thought I’d post here.  Seems in line with the Zeitgeist.  Saw a pretty good NYTimes article on Oakland a few days later (http://www.nytimes.com/2013/12/25/business/another-city-by-the-bay-comes-into-its-own.html?_r=0).   On the personal front – finished … Continue reading →

You should go see “Hunger Games” and its sequel.  Especially if you are one of them thar educated elites (which being a reader of this blog you must be). Watch it for three reasons. They are fun movies.  You have to … Continue reading →

My first re-posting!  Not a sing of laziness I swear.  Just that this guy has said something very well that I had been struggling to articulate. Our biggest economic policy problem right now is vocabulary.  Twenty years of prosperity has … Continue reading →

OK, the budget deal announced yesterday is pretty darn pathetic.  I had hoped for more.  And John Boehner is running for re-election instead of stepping aside as House Speaker.   I will probably be wrong about this next bit too. … Continue reading →

A day after I write about whether Cisco’s stock has bottomed out, Citibank initiates with a Sell.  The analyst, Ehud Gelblum, has been around for a while and has a following.  You would have expected a pretty major impact. There … Continue reading →

Cisco has had its share of problems, many self-inflicted.   I have also been pretty wrong about Cisco (both the stock and the company).  But I still have a pretty decent gain in my (small) holding.,  Mostly because I bought … Continue reading →

Google is finally making its big push into cloud computing.  They are way behind Amazon’s AWS and moderately behind Microsoft’s Azure. Rackspace, and IBM.  But they can bring to bear Google’s massive dollars, scale, and experience base/skills.  I remain skeptical … Continue reading →