09/03/2017
I recently read a very cool book by a young author who I know. Check out his book and my review:
https://www.amazon.com/dp/B01N358776/ref=docs-os-doi_0
The NameFake
“Her resolve was absolute. So was her vodka.”I wake up on my seventeenth birthday to receive an out of the ordinary gift - a cryptic letter and a million dollar cheque from my grandfather, whom I had been raised to believe was dead.Fascinated and puzzled on hearing from my long-lost...
09/02/2017
I use a Bitcoin case in some of my sessions and have a passing interest in crypto-currencies. The market value of all such instruments is up nearly 16x from the start of the year. Did we miss the rocket or will it continue???
https://futurism.com/cryptocurrency-market-just-reached-total-value-of-160-billion/
Cryptocurrency Market Just Reached Total Value of $160 Billion
Cryptocurrency continues its golden year, which it started with a relatively modest $10 billion.
08/24/2017
Yes, we have probably gone too far in terms of banking regulation in the USA, but unwinding everything is not the answer.
https://www.ft.com/content/dcb05850-80f1-11e7-a4ce-15b2513cb3ff
Fed’s Fischer attacks moves to unwind regulations
Top policymaker criticises Republican reforms as ‘extremely short-sighted’
11/14/2016
"Connectedness" and "the internet of things...." will continue to grow. Interesting story of Samsung buying Harman - best known for its Harman Kardon audio products, but has touchscreen and other "connected" products. Looks like just over a 1.1x purchase price to Revenue multiple, which seems a little low for a company with significant growth potential.
http://www.nytimes.com/aponline/2016/11/14/world/asia/ap-as-skorea-samsung-connected-cars.html
Samsung's $8B Ticket Into the Red-Hot Automotive Tech Race
Samsung Electronics' $8 billion acquisition of the U.S. auto electronics company Harman will instantly transform the South Korean tech company into a major player in the highly competitive and rapidly growing market for auto infotainment, software and connected car technology.
10/31/2016
http://fortune.com/2016/10/28/data-sheet-amazons-rivals-should-be-scared/
Amazon reported decent results, but lower than many had expected. The company continues to invest for the future, putting a lot of downward pressure on current results. But I believe that their scale and first mover advantages will give them lasting benefits.
Why Amazon's Rivals Should Be Scared
It's heading back into investment mode.
07/22/2016