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Recent Posts
- 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
- Pelosi’s 48 Hour Stimulus Deadline – Rounding Out The Circular Firing Squad?
- 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.
Recent Comments
- Dominique Watkins on Ding Dong the Mitch is Dead. Forget the Politics. Shift in Senate Control is a HUGE Economic Positive
- Dom Watkins on Pelosi and The White House Don’t Expect a Stimulus Deal Anytime Soon…
- Dominique Watkins on Does the Fed Want the Democrats to Win? Might They Act to Make that Happen? Fun With Conspiracy Theories…
- Dominique Watkins on COVID and US Decline Vs China and Etc….
- JR on “Starve the Beast!” Comes Home to Roost. But Who Will They Blame?
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Monthly Archives: April 2014
FCC’s Mooted Internet “Fast Lane” An Abomination
New FCC Chairman Wheeler has leaked a proposal to allow ISP’s to charge for higher-speed “fast lane” access to their networks. This is an abomination. It is pathetic. It is a betrayal of the public trust by the Obama administration. … Continue reading
Posted in tech-telecom-markets-macro
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Google Gets Us the Gig(abit). Brilliantly Played.
AT&T’s announcement today that it is “considering” offering speeds of “up to 1 gigabit” in “up to” 21 cities is not particularly substantial in itself. But it marks a major turning point. Google has successfully re-defined “broadband” to mean a … Continue reading
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Brownian Motion – A Deeper Problem With High-Frequency Trading, Algortihmic Trading, and Their Ilk.
Micheal Lewis’s new book has done us a favor by finally dragging the high-frequency trading (HFT) phenomenon into the spotlight. It has always seemed fairly obvious that any trading strategy that depends on being a few milliseconds faster than others … Continue reading
Posted in tech-telecom-markets-macro
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Wow. Is Even Thomas Friedman Tiptoeing Away From Israel?
I did something unusual today. I actually read an entire Thomas Friedman Op-Ed piece. Even more unusually, he was writing about Israel. I have pretty much given up on Friedman saying anything substantial in general and about Israel in … Continue reading
Posted in tech-telecom-markets-macro
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Market/Tech/Beta Meltdown – Some Thoughts. Arguably hopeful.
Stocks have been selling off in general, with tech names selling off in particular. The concerns aren’t about individual names. It is just generalized selling of broad sectors and categories ahead of earnings. I see the underlying problem as such … Continue reading
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A Golf Clap For John Kerry
I had low expectations for John Kerry’s Israeli/Palestinian peace initiative. I saw it mostly as another sign the Obama administration was giving up on doing much before 2016. THe recent failure of talks doesn’t change that view, but I do … Continue reading
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Want Faster Traffic Flow? Pass Immigration Reform! Musing on Unintended Consequences
It turns out that SLOW drivers do a lot more to impede smooth traffic flows than speeders. This is particularly evident here in the otherwise dry and well-paved Bay Area. You will slowly pick your way through a knot of … Continue reading
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Dear Google; Next Time You Invade My Home, Could You At Least Knock? (updated)
So I wrote a post back in February musing about the potential security risks posed by Google’s newly acquired NEST Thermostat and PROTECT smoke detectors (http://strongviewslightlyheld.willowblish.com?p=535). Its only April and we’ve had our first major home intrusion. The irony is … Continue reading
Posted in tech-telecom-markets-macro
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