Commentary

Gartner's latest market share results are in and they show Google's Android operating system gaining significant market share in Q1 2013 to nearly 75%. That is a jump of almost 20% in just one year.

The mobile emphasis is insidious because I almost don't notice that mobile is an angle n nearly every story I see. And when I write mobile, I don't mean smartphones - or 'handheld computers - as Newt Gingrich calls them in the hilarious…

I am not a fan of quantitative easing or zero rates. I think that is clear from my posts over the past 4 years. Nevertheless, I do like to link out to posts that put QE and zero rates in a more favourable light because we need to get a…

I keep going on and on about how mobile is where the technology industry is moving. So clearly the access/telecom end of that is going to be important. The T-mobile move to unbundle the handset subsidy from the telecom monthly fee is a bold…

Microsoft is getting a bit of black eye in the press due to its about face on the Ambitious Windows 8 platform change. While the unit numbers match up well against Windows 7, there has already been quite a bit of noise about how steep the…

I have been posting for a while now that I think Greece provides the greatest upside potential. Greece's sovereign bonds outperforming was one of my ten surprises for 2013 three months ago. And with bond yields now falling below 10%, Morgan…

Portugal is going to market with a 10-year sovereign bond issue, its first since 2011. I think this is a pretty big deal. Think of it as a complete return to public market access for the Portuguese government, one of the critical…

Australia just cut its policy rate to 2.75%, the lowest on record. That puts Australia into the same camp as all of the other major economic areas, where policy rates are all at record low levels. If you believe that Australia has used…

I have been trying to break up the links posts because I have so many. So I have been writing brief theme posts to go with the links as I used to do when I had more time. I want to make this one short here and I have two topics to…

This is a second daily commentary today to give some weight to what's happening in the US after a slew of European-themed posts. I have three or four topics to cover here and I want to begin with the US economy including some thoughts on…