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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….
- Steve Kamman on The only thing necessary for the triumph of evil is that good men do nothing…
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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
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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
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