Technology

Intel aims to eliminate all PC cables in 2016 - CNET Google Now Offers End-to-End Encryption on Email SwiftKey, Swype Already Working on iOS Keyboard Apps | Re/code Apple’s HomeKit will help Apple users command their smart home (with…

Today’s commentary provides a few quick hits on some topics I am seeing in the technology space. After a horrible drying up of liquidity after the technology bubble burst 14 years ago, we have seen a resurgence of the technology space over…

The last earnings report from Apple was good on many fronts. While I was concerned with the dip in sales everywhere outside of the iPhone, Apple’s iPhone sales showed great promise, both in terms of unit sales and average selling price. But…

Alibaba, the Chinese e-commerce company, is going public via an initial public offering underwritten by Goldman Sachs, JPMorgan, Morgan Stanley, Citigroup, and Credit Suisse. Alibaba was founded 15 years ago in 1999 in a one-room apartment…

The Canadian housing market is providing a pro-cyclical boost Russia is now in a recession Twitter’s share collapse is emblematic of broader trends Corporations pay tax for a reason

Today is going to be a bit of a roundhouse review of issues in the news rather than a single topic daily newsletter because a lot of different things are creeping up on us that I haven’t highlighted. So I want to touch upon some of the…

Last quarter, I said that Apple the China Mobile deal and the growth in China would make for a better quarter for Apple this go round. Moreover, despite the negativity we heard before the earnings report about Tim Cook, Apple is a well-run…

The so-called new economy is about disintermediation. That’s what it has always been touted as. And I think there’s validity to this. It’s interesting to see how incumbents deal with this disintermediation, especially when they have…

My macro view for most of the global economy is upbeat. My only downbeat views concern deceleration of growth in emerging markets and froth in capital markets. But in the main, market and economic momentum is up and to the right. The…

Amazon. It is a highly-valued stock in the equities market – one that many point to as proof of a burgeoning technology stock bubble in the US. But for all the controversy over valuation, it is undeniable that Amazon is a big force in the…