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Recent Posts
- Why “Higher For Longer” = “The Fed Calling In an Airstrike on Its Own Positions”
- Will The Fed Destroy Banking And CRE To Get The Unemployment Everyone Is Looking For?
- Is the Market Expecting a Recession? Or The Fed Heading off a Bank (and Real Estate) Crisis?
- A Fed/Treasury Compact? If So, Rate Rises are Mostly Done. The Logic Of Mutual Assured Destruction.
- Crash or Growth Ahead? Assets Probably Can’t Squirm Out of Taking Damage Either Way…
Recent Comments
- Anders Comstedt on We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Doc Searls Weblog · The frog of war on Imminent Russian Army Collapse? Actually a Plausible Scenario. “Moscow is Silent.”
- Steve Kamman on Why the Fed “Has” to Cut Rates.
- Dominique Watkins on Why the Fed “Has” to Cut Rates.
- Steve Kamman on Trump’s Mexico Tariff Gambit May Be Good News.
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Meta
Monthly Archives: December 2014
US Wireless About to Get Interesting (and Ugly)
No-one has any idea what DISH Network’s Charlie Ergen is going to do with his large (and likely-to-be-larger-soon) spectrum holdings. But he will have a huge market impact in the next 2 years – most likely a negative for incumbents. DISH must start offering service on … Continue reading
Posted in Uncategorized
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Amazon’s Pimple is a Volcano. Cloud Infrastructure Dominance? $5 Billion in 4 Yrs is Huge, But Only Just Starting.
I recently went to Amazon’s annual AWS (Amazon Web Services) conference. The conclusions: Cloud infrastructure is set to take off and much bigger deal than many appreciate. It is not just “renting” compute and storage. It enables a technically innovative, … Continue reading
Posted in Uncategorized
Comments Off on Amazon’s Pimple is a Volcano. Cloud Infrastructure Dominance? $5 Billion in 4 Yrs is Huge, But Only Just Starting.