Amazon

I have three areas I want to explore today: earnings reports, China and Europe. The earnings reports are mixed but generally good enough to support continued job growth and economic momentum through this fourth quarter. I also want to deep…

As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the…

It’s been a while since I did a multi-theme review as I used to do on Fridays but there are a number of threads out today that deserve mention. So I want to pack them into an economic and market theme post today. Market meltdown. First,…

Ukraine is at risk of becoming a failed state China’s growth is due to stimulus Japan’s macro figures worsen Microsoft’s strategy is weak Facebook is overvalued

Today’s post is about technology and the dynamics of market saturation. My contention over the past couple of years has been that the mobile market in developed economies was becoming saturated to the point that the economics of…

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…

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…

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…

Amazon, Apple, and Samsung, three of the biggest names in the technology space, have reported this week. In all three cases, there were gaps in the earnings reports and the earnings outlooks. For me, however, Samsung's report was the best…

I just want to follow up on my comments from Tuesday on consolidation and convergence in the TMT arena. There has been another slew of reports out in tech world showing that all of the big players are jumping into each other's turf in a…