Category Archives: tech-telecom-markets-macro

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 →

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 →