Do you remember that old point about “inflection points” from “Only the paranoid survive”?
We had that great looking chart of various IT companies IBM, DEC etc. which had the entire stack of technology all by themselves. The hardware (often right from the chip), and the sofware. Then that model went bust with Microsoft dominating the [...]
Archive for the ‘Thought-Trails’ Category
American recovery and reinvestment plan…. Whatever!
Posted in Economy, Energy technology, Environment, Environmentalism, Financial Markets, Incidental-musing, Investment, Legislation, Media, Stockmarket, Technology, Thought-Trails, tagged American recovery and reinvestment plan, Broadband internet access, Conservative Economists, Depression, Economic Depression, Financial Markets, Global depression, Global Economy, Global Recession, Green Energy, High speed rail roads in US, House, Hybrid cars, John Kenneth Galbraith, Liberal Economists, Main Street, National Power grid, Senate, stock markets, Tax breaks, Tax cuts, US Economy, US House of representatives, US Infrastructure, US Politics, US recession, US Senate, world economy on January 28, 2009 | Leave a Comment »
House passes the granduosly named American recovery and reinvestment plan, and, it is irrelevant at this point. For this plan is not far sighted enough nor does it change the game in any way. But don’t blame the president for this, for he was just working with in the boundaries of consitution. Fact is this [...]
Speculative nonsense? or is it?
Posted in Economy, Financial Markets, Thought-Trails, tagged commodities markets, Crude futures, crude oil speculation, crude spot prices, Financial Markets, Global Economy, Paul Krugman, US Economy on June 24, 2008 | Leave a Comment »
Here’s a post by Paul Krugman in nytimes on crude cost and speculation.
While i agree with the logic of this argument, a couple of curious points that should have been taken into account are as follows:
1. Assuming OPEC nations raise their production substantially, shouldn’t crude price go down? The natural response to crude price going [...]
The brand new factors
Posted in Economy, Financial Markets, Investment, Stockmarket, Thought-Trails, tagged competing global currencies, Economy, future inflation in commodities, global economic landscape, inflection point on May 7, 2008 | 1 Comment »
I call this an inflection point because, there are certain factors that have come into play which were not around the last time we had a recession, especially financial sector recession.
1. Competitive global economic landscape.
2. Future inflation in commodities.
3. Competing global currencies.
This is not a very late call about, emerging economies, rising oil and falling [...]
Here comes the inflection point
Posted in Economy, Financial Markets, Investment, Stockmarket, Thought-Trails, tagged Andy grove, global economic landscape, inflection point, intel on April 30, 2008 | Leave a Comment »
Andy Grove, celebrated ex-chief of intel wrote a book titled “Only the paranoid survive”. It was a great read certainly, but the reason i recall it, was because, for quite some time now, i felt i was missing some thing, but could not place what it was. This, of course is in the context of [...]
Microsoft’s offer for Yahoo is a loose – loose deal for both
Posted in Technology, Thought-Trails, tagged Google, IT industry mergers, Large Organization mergers, microsoft, Yahoo on February 18, 2008 | 1 Comment »
The raison d’être for Microsoft’s offer to yahoo share holders is that, together, Microsoft and Yahoo will be able to make an impact on Google’s dominance in the internet advertisement market. Other elements supporting this takeover are, together, Microsoft and Yahoo will be able to stand up to the power of Google in search Engine [...]
Why a fiscal stimulus is more important than a monetary stimulus to the US Economy…
Posted in Financial Markets, Investment, Stockmarket, Thought-Trails, tagged Calculated Risk, Dollar Value, Economy management, FED, Fiscal policy, Larry Summers FT Column, Monetary policy, Naked Capitalism, Nouriel Roubini, Purchasing power, REG Economic Monitor, US Economy, US recession on January 6, 2008 | 2 Comments »
Now that most economists / analysts and other pundits are rather assured about recession in the US economy, and have started talking about the depth or intensity of it. The blogs are abuzz with the various views on the status of economy. While some predictions are dire, there are others which do not think so. [...]
First it was Real estate, then sub prime mortgage, then credit crisis, later recession, now it is stagflation
Posted in Investment, Stockmarket, Thought-Trails, tagged Binge lending, Dollar Value, Flight of Capital, Investments, Main Street, Real estate crisis, Recession, Stagflation, Subprime Crisis, US Economy, Wall Street on December 15, 2007 | Leave a Comment »
It was in March 2007, that S & P/ Case – Shiller Home price index first mentions deep trouble in Real Estate industry. To his credit, Robert Shiller made the correct call on real estate bubble back in 2005, at its peak. Over the past nine months, we moved from real estate bubble bursting to [...]
Will there ever be a succesful e-Book Reader?
Posted in Technology, Thought-Trails, tagged Amazon kindle, e-book readers, Technology on November 18, 2007 | 1 Comment »
Amazon is debuting a new e-book display device branded kindle on Monday. (Though there are lot of web links on this, the one on Newsweek is in-depth.) e-book readers are available for a long time now, both as software or as a hardware, Sony’s device being the latest to have some traction. Not too many [...]
The law of unintended consequences…
Posted in Investment, Legislation, Stockmarket, Thought-Trails, tagged CDO's, current affairs, Finance, Handling mortgage market crisis, Investment, Law of Unintended consequences, Legal issues of mortgage market crisis, Mortgage market on November 16, 2007 | Leave a Comment »
This article was published by the newyork times today .
A classic case of the law of unintended consequences playing its part. World is complex and all most all modern systems are entangled in a web of diverse parts pulling in different directions. The underlying assumption that is expected to make the system work with out [...]
Techno-Sociology
Posted in Thought-Trails on October 25, 2007 | Leave a Comment »
Check out this opinion piece on nytimes.
Author makes the point that, being too dependent on technology makes, humans dumber. Though i love technology as much as the next person, i think David Brooks has an arguement.
This being a topic covering a wide gamut of teaching ranging from sociology, economics, technology and philosophy my take will [...]
