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- Bar Fights, Game Theory, And Why Putin Can’t Get a Face Saving Exit. Russian “Mobilization” Changes Nothing
- Lazy Consensus Likely Wrong. Ukraine War Ends in Months, Not Years. Russia’s Gas/Oil Embargo Ends With It.
- The Ukraine End Game – Keep It Frozen Past Putin’s Sell-By Date…
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- A Lazy Consensus Is Likely Wrong. The Shock Waves Will Be Big. Why Ukraine Matters.
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- Steve Kamman on Trump’s Mexico Tariff Gambit May Be Good News.
- Dominique Watkins on Trump’s Mexico Tariff Gambit May Be Good News.
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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
2 Comments
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
Posted in tech-telecom-markets-macro
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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
Posted in tech-telecom-markets-macro
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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
Posted in tech-telecom-markets-macro
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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
Posted in tech-telecom-markets-macro
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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
9 Comments