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- What I Got Wrong In 2020. Pandemic (A+), Economy (C-), Market (F-).
- Ding Dong the Mitch is Dead. Forget the Politics. Shift in Senate Control is a HUGE Economic Positive
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- 3/4 of a Shit Sandwich is Still a Shit Sandwich. Stimulus (Still) Looks Unlikely.
- 90% of The Fed’s “Stimulus” Never Left the Building. $109B Did Hit Markets Directly. That is More Ripple Than Tsunami.
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- Dominique Watkins on Ding Dong the Mitch is Dead. Forget the Politics. Shift in Senate Control is a HUGE Economic Positive
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- Dominique Watkins on COVID and US Decline Vs China and Etc….
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Monthly Archives: January 2014
AT&T’s European Wireless M&A Hopes. Crushed Under a Boulder Named “Snowden?”
AT&T just formally stated it would not bid for the UK’s Vodafone for the next 6 months. This was forced by the UK takeover commission, which has an (admirable) put up or shut up rule. However, the side commentary remains … Continue reading
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The Scourge of Capitalism Infects US Wireless? Charlie Ergen’s DISH In The Catbird Seat.
You have to laugh at T-Mobile’s brilliant, cheeky full-page NYT ad today (image below). This comes on the heels of a suspiciously well-sourced WSJ report making it clear the US DoJ and FCC have no enthusiasm for a merger … Continue reading
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Obama’s Sinking “Economy” Approval – Republicans Should Be Worried Not Gloating
Obama’s declining approval rating is generating the usual “horse race” stories reading Obama’s loss as a gain for the Republicans. Bloomberg News quote below. I suggest a more plausible, profound, and persistent perspective (what I’ll do for the sake of … Continue reading
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That Durn Gub’ment! Making Our Pickup Trucks Better and Saving Us Money…
So I should be writing trenchant commentary on the market or economy or something highbrow, but I find myself thinking about pickup trucks. Partly because I’ve been in Florida this week visiting friends and family (Key West, Homestead, Ocala so far … Continue reading
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Chris Christie’s 2016 Presidential Bid – DOA @ GWB
Chris Christie never had a real shot at becoming President, but he would have likely provided a fair amount of entertainment in failing at it. No more. He probably has hubris enough to still run, but he will be an early casualty … Continue reading
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Universal Service For Broadband Internet? Probably Coming in Hillary’s 2016-2024 Term(s).
I love S-Curves. Society obeys them. Which gives me that wonderful illusion of society doing my bidding. Almost as good as an invincible robot army on a secret Pacific island fortress. But I digress. (see chart below – US broadband … Continue reading
Posted in tech-telecom-markets-macro
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My Brilliant 2014 Forecast is… ummmm…
I’ve been trying to compose an appropriately “Strong View Lightly Held 2014 Outlook” for a few days now. Just not happening. I have ideas, but not feeling much conviction. This “meh-ness” might actually be the dominant tone for 2014 – … Continue reading
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