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Net Neutrality

By Doug Hornig Today, the Federal Communications Commission acts on so-called “Net Neutrality,” and given the commissioners’ predicted 3-2 party line vote, it would be a shocker if they rejected it. What happens next is anyone’s guess,…

Is this Nasdaq Chart Bullish?

This comes from Andy Lees of UBS: A few weeks ago I sent out a note highlighting that the Nasdaq was approaching its post 1974 trend line from which the average movement has been 24.06% in the subsequent couple of months. At the time I…

Android’s Rising Dominance

Here's a CNBC Asia video that tells the story of the rise of the smartphone as a phone and computing device. I have been on this story for sometime. My view is that, just as computers have become super cheap (they were expensive once. I…

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