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Yearly Archives
2013
Links: 2013-07-29
(News links for 29 Jul 2013) - There are a lot of links because I haven't posted since Thursday. Four big topics: The Fed, Google, tech earnings and the NSA scandal
Why Yellen should be the next Fed Chair
Janet Yellen is imminently qualified for the Fed Chair position. I think it makes no tactical or strategic political sense to pass her over for a male candidate - because it would rightly be considered a 'passing over' and need serious…
Five reasons the Fed’s taper will begin in September
Sober look argues that little doubt remains at this stage that the Fed will begin slowing its securities purchases this September. The central bank under Bernanke's leadership has been highly focused on data and will consider the following…
Facebook’s earnings confirm importance of mobile
Facebook is up a massive 26% today on the back of strong mobile-fuelled earnings in the second quarter. Having dedicated itself to becoming a more mobile-centric platform, Facebook is reaping the rewards. This is a lesson, however, to every…
Google latest moves in mobile are its most important yet
Yesterday I wrote up a review of Apple's earnings. And while the earnings are declining, Apple is still in pole position in the mobile space. Nonetheless, Google's product unveiling yesterday was huge because the various products in…
Links: 2013-07-25
Note: Edward here. Starting today, I am making the links posts available to all registered users because I really want to share what I am seeing with people. I can only do that if I open things up a bit here. Earlier I had a paid 'bronze'…
Right now the bet is for Larry Summers as Fed Chair
Within the next few months the Obama administration is expected to announce a nominee for Ben Bernanke's replacement. Two names have been bounced around recently: Janet Yellen and Larry Summers. According to Google Trends, here is what…
Beijing’s new leaders were actually right to hold back
Because growth will consistently underperform expectations as China rebalances, many members of the Chinese policymaking elite, and their effective allies among the shrinking but still large contingent of China-bulls, will increasingly…