Technology

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…

Sanctions because of the Crimean crisis have had less economic impact than private portfolio preference shifts. However, as Ukraine moves into the EU sphere, further actions against Ukraine could be more far-reaching. China has moved…

This post is about three different topics, Bitcoin and e-Payments, the Minimum Wage, and consumer spending and Walmart. There has been a lot of discussion about all three and I believe I have an innovative way to attack all three issues…

Like last quarter, Apple set another record for revenue in its first quarter of 2014. However, margins at Apple have receded, turning year-on-year profit comparisons negative for yet another quarter. Earnings per share are up because of…

This past holiday sales season was weak for a number of retailers in the US. But, discounting was the culprit rather than poor demand by consumers. I see retail sales holding up but a shake out in retail is sure to come as the deflationary…

Yesterday, Google announced that it would buy privately-held Nest Labs for $3.2 billion. This was Google’s second largest acquisition ever. Nest is a smart thermostat and smoke alarm-maker which promises to give Google a leg up in the fast…

I have developed a great respect for T-Mobile as a wild card in the mobile space. Their actions as the smallest of the 4 major US mobile carriers are having implications both in terms of telecom pricing and revenue models and in terms of…

Reports indicate strong Bitcoin interest in China. BTC, the China-based Bitcoin exchange accounts (trading a third of all Bitcoin transactions, while China may account to close to half of the daily turnover, according to some internet…