Dan on November 26th, 2013

A few things stood out to me when  I read this report regarding cloud computing market share: http://www.srgresearch.com/articles/ibm-microsoft-and-google-still-make-little-headway-q3-against-amazons-iaaspaas-dominance First I was surprised at the amount of revenue cloud computing is already generating for these companies.  We are very early in the cloud computing model, and I think this will be huge going forward for whatever […]

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Dan on November 23rd, 2013

In response to my previous post about whether to buy or sell just on the basis of a 10 month moving average,  I decided to publish some back testing results of the process. This test assumes you  bought or sold at the start of the each month based solely if the S&P 500 was above […]

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As I mentioned in my previous post, I have been looking into asset allocation due to my concern about the both the stock market and the bond market in bubble territory.   More and more articles are discussing the high valuation of the market, and attributing it to the abnormally low interest rates.  It is […]

Continue reading about Emerging From An Asset Allocation Rabbit Hole – Part 2

In past posts  I have complained about Quantitative Easing being a stealth bank bailout.  Now the cat is out of the bag, as the man responsible for orchestrating QE confesses it is  “the greatest backdoor Wall Street bailout of all time”. In this brutal Wall Street Journal op ed, he confesses paints a bleak picture of […]

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I have had some extra time of late, and have delved into the rabbit hole of asset allocation.   I have traditionally maintained an asset allocation balanced between stocks and bonds, and of late that has made me nervous because these both appear to be in bubble territory due to the artificially low interest rates […]

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Dan on November 7th, 2013

Interesting overview of how the Somali piracy industry works. http://www.economist.com/news/middle-east-and-africa/21588942-new-study-reveals-how-somali-piracy-financed-more-sophisticated-you It doesn’t sound a whole lot different than the drug trade – fueled by the imbalance of the ‘haves’ and the ‘have nots’ in close proximity to each other.  The higher the wealth gap between two parties, the less rule of law matters.

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