Category Archives: tech-telecom-markets-macro

I have (hopefully) successfully migrated this blog to a new hosting site.  I am looking to get back to writing shortly.  Just when you thought it was safe to go back in the water….

I will be hiking the Portuguese route of the Camino de Santiago for the next @10 days, then heading to Andalusia until early June.  Life is tough I know.  Although my luggage is currently lost somewhere between London and Porto… … Continue reading →

Please consider signing this White House petition concerning Net Neutrality here.  These things do have an impact! The good news is that the FCC chair’s perfidious proposal has run into a buzz-saw of opposition.  Most notably, and importantly, from the other … Continue reading →

New FCC Chairman Wheeler has leaked a proposal to allow ISP’s to charge for higher-speed “fast lane” access to their networks.  This is an abomination.  It is pathetic.  It is a betrayal of the public trust by the Obama administration. … Continue reading →

AT&T’s announcement today that it is “considering”  offering speeds of “up to 1 gigabit” in “up to” 21 cities is not particularly substantial in itself.  But it marks a major turning point. Google has successfully re-defined “broadband” to mean a … Continue reading →

Micheal Lewis’s new book has done us a favor by finally dragging the high-frequency trading (HFT) phenomenon into the spotlight.  It has always seemed fairly obvious that any trading strategy that depends on being a few milliseconds faster than others … Continue reading →

I did something unusual today.  I actually read an entire Thomas Friedman Op-Ed piece.    Even more unusually, he was writing about Israel.  I have pretty much given up on Friedman saying anything substantial in general and about Israel in … Continue reading →

Stocks have been selling off in general, with tech names selling off in particular.  The concerns aren’t about individual names.  It is just generalized selling of broad sectors and categories ahead of earnings. I see the underlying problem as such … Continue reading →

I had low expectations for John Kerry’s Israeli/Palestinian peace initiative.  I saw it mostly as another sign the Obama administration was giving up on doing much before 2016.  THe recent failure of talks doesn’t change that view, but I do … Continue reading →

It turns out that SLOW drivers do a lot more to impede smooth traffic flows than speeders.  This is particularly evident here in the otherwise dry and well-paved Bay Area.  You will slowly pick your way through a knot of … Continue reading →