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Commentary
Negative free cash flow in Europe, slowing in China and the US, scandal in Spain, and telecom…
Daily Comments for 15 Jul 2013
The impact of T-Mobile’s new strategy on TMT
T-Mobile USA announced a plan to allow customers to upgrade mobile handsets every six months in the latest instalment in its Uncarrier strategy to brand itself as the customer-focused mobile telecom operator in the US. I believe the…
I like Microsoft’s new corporate strategy but execution is key
Microsoft announced a major strategic overhaul yesterday, shifting to a 'One Microsoft all the time' organizational structure. Now, all of Microsoft's business are in five main functional silos irrespective of platform. I applaud the move.…
China trade slippage highlights growth deceleration risk
We learned today that China's trade volume unexpectedly 3.1% year-on-year in June with both imports and exports down. This unexpectedly weak data point highlights the risk of growth deceleration in emerging markets generally and China…
Briefly Comparing the Fed and the ECB
The ECB has moved toward forward guidance but they have been careful not to press too far ahead, I suspect because they wanted to get Weidmann on board. Here are two recent comments on ECB policy and some of my own.
More on risk re-pricing in 2013
I have been fairly sanguine about some of the market turbulence in 2013. From the fiscal cliff to the sequester to the Japan rate rise to the Fed tapering, I haven't seen a trigger for wholesale risk repricing. I want to flag student loans…
Light posting schedule
I have had some personal affairs to attend to and will continue to be occupied over the next several days and won't be able to post often. I will try as best I can to get some posts out but I am not sure I will be able to. Bare with me over…
Krugman is right about the market reaction to the Fed’s tapering
Paul Krugman penned a New York Times Op-Ed, "Et Tu, Bernanke?", referencing the famous Shakespeare quote "Et tu, Brute" which is generally used to signal betrayal from someone unexpected. Krugman meant to say that the Fed has betrayed the…
The biggest worry in the global economy now is emerging markets, particularly China
Last week I wrote about the asset-price fuelled boom fading. Back then the biggest worry for the market was Japan and Abenomics. However, in reality the biggest concern is emerging markets. I gave you some reasons why last week. Here are a…
More on how the NSA scandal is negatively affecting the cloud
In the wake of the NSA spying scandal, I have been moving my data away from large US vendors and increasing my computer security. Both of these issues needed to be addressed but the NSA spying scandal has made them relevant for me - and I…