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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…
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'…
With Apple’s earnings declining, emphasis is on returning cash to investors
Late in January, I predicted why earnings contractions were coming for Apple in 2013. And since that time, Apple has indeed shown back-to-back quarters of earnings decline, with the announced earnings yesterday much lower than in the…