Category Archives: tech-telecom-markets-macro

My house-building effort has been wrangled into reasonable order, so I am finally catching up on reading.  The most marked change from a few weeks ago is a rash of “Has the market topped?” commentary from a pretty wide array of … Continue reading →

So China is holding its “3rd Plenum.”  And it is clearly a huge deal.  By advance billing, as big as the kick-off to Deng’s shift to capitalism (ahem “Socialism With Chinese Characteristics”). Best bet is that it introduces a ginormous … Continue reading →

Reading a few stray tea leaves here and there, it looks increasingly likely that the current budget negotiation will yield a revision of the US overseas profits tax.  This would almost certainly include provisions for some sort of one-time repatriation … Continue reading →

Voluntarily buying one of the new crop of Apple MacBook’s?  You are inviting ridicule and buyers remorse.  Buying one out of necessity (loss, theft, or acts of nature) invites sympathy, but similar regrets. Why?  No touchscreen. I was talking with … Continue reading →

I haven’t even touched the pile of earnings I was supposed to get to in the last few weeks, but ran across this squiblet on page B2 of the Tuesday NYTimes.  http://tinyurl.com/olluypa   “F.C.C. Seeks Better Phone Service for Rural America. … Continue reading →

The last week has been wholly consumed by a major breakdown of our house-building effort.  As it stands, we are seriously behind.  The contractor has pulled his workers off the site because he doesn’t have enough work to do. The … Continue reading →

Tearing myself away for a moment from a truly epic e-mail chain with my architect around shower drains  (hint – any product that contains the phrase “Strainer is removable with the use of simple Allen wrench.” is a REALLY BAD … Continue reading →

Taking a look at Verizon’s transcript with an eye toward broader sector/tech/macro trends they might reveal.  Not much on macro or even adjacent sectors.  And the Wireless business remains a snooze (profitable, but its basically counting noses and multiplying by … Continue reading →

Earnings season always seemed to produce massive detail on individual trees, but remarkably little on the forest overall.  So I’m starting to review bellwether company transcripts to highlight trends/comments that pertain to macro, their sector, or other sectors. I might … Continue reading →

The credits haven’t even rolled yet on US default Part 2 and already a flurry of articles anticipating the sequel in January/February.   However, it is JUST possible that this could be the beginning of a very positive and productive year … Continue reading →