Author Archives: Steve

In Portugal & Spain for Next Month or So…

I will be hiking the Portuguese route of the Camino de Santiago for the next @10 days, then heading to Andalusia until early June.  Life is tough I know.  Although my luggage is currently lost somewhere between London and Porto… … Continue reading

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White House Net Neutrality Petition

Please consider signing this White House petition concerning Net Neutrality here.  These things do have an impact! The good news is that the FCC chair’s perfidious proposal has run into a buzz-saw of opposition.  Most notably, and importantly, from the other … Continue reading

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FCC’s Mooted Internet “Fast Lane” An Abomination

New FCC Chairman Wheeler has leaked a proposal to allow ISP’s to charge for higher-speed “fast lane” access to their networks.  This is an abomination.  It is pathetic.  It is a betrayal of the public trust by the Obama administration. … Continue reading

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Google Gets Us the Gig(abit). Brilliantly Played.

AT&T’s announcement today that it is “considering”  offering speeds of “up to 1 gigabit” in “up to” 21 cities is not particularly substantial in itself.  But it marks a major turning point. Google has successfully re-defined “broadband” to mean a … Continue reading

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Brownian Motion – A Deeper Problem With High-Frequency Trading, Algortihmic Trading, and Their Ilk.

Micheal Lewis’s new book has done us a favor by finally dragging the high-frequency trading (HFT) phenomenon into the spotlight.  It has always seemed fairly obvious that any trading strategy that depends on being a few milliseconds faster than others … Continue reading

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Wow. Is Even Thomas Friedman Tiptoeing Away From Israel?

I did something unusual today.  I actually read an entire Thomas Friedman Op-Ed piece.    Even more unusually, he was writing about Israel.  I have pretty much given up on Friedman saying anything substantial in general and about Israel in … Continue reading

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Market/Tech/Beta Meltdown – Some Thoughts. Arguably hopeful.

Stocks have been selling off in general, with tech names selling off in particular.  The concerns aren’t about individual names.  It is just generalized selling of broad sectors and categories ahead of earnings. I see the underlying problem as such … Continue reading

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A Golf Clap For John Kerry

I had low expectations for John Kerry’s Israeli/Palestinian peace initiative.  I saw it mostly as another sign the Obama administration was giving up on doing much before 2016.  THe recent failure of talks doesn’t change that view, but I do … Continue reading

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Want Faster Traffic Flow? Pass Immigration Reform! Musing on Unintended Consequences

It turns out that SLOW drivers do a lot more to impede smooth traffic flows than speeders.  This is particularly evident here in the otherwise dry and well-paved Bay Area.  You will slowly pick your way through a knot of … Continue reading

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Dear Google; Next Time You Invade My Home, Could You At Least Knock? (updated)

So I wrote a post back in February musing about the potential security risks posed by Google’s newly acquired NEST Thermostat and PROTECT smoke detectors  (http://strongviewslightlyheld.willowblish.com?p=535).  Its only April and we’ve had our first major home intrusion.  The irony is … Continue reading

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Girls Soccer and the Perversions of Capitalism…

Lets get this clear at the start – this post is not about any off-kilter sexual issues related to girl’s soccer (although I am sure there is a blog dedicated to that somewhere out there).  It stems from a recent … Continue reading

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Monetary Velocity (and Thus Animal Spirits) Still Sucking WInd

Halfway through my first cup of coffee, the thought “I wonder what’s happened with Monetary Velocity?” flitted by.  So I went and looked it up.  Because that’s just how I roll.  Besides, it was better than confronting the unpacking jobs … Continue reading

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Spared the Maddening Madnesses of March Madness

It is just possible that I have finally escaped March Madness.  Just some short musing here without much real point.  Mostly just taking a break from un-packing. Every year, I would grin and nod along while my fellow co-workers and … Continue reading

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Economy – Think Those Animal Spirits Have a “Great” Summer Ahead

Keynes’ term “Animal Spirits” is one of those key economic concepts that many economists seem desperate to deny, avoid, or leave up in the attic like a crazy aunt. “Even apart from the instability due to speculation, there is the … Continue reading

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Facts? We Don’t Need No Stinkin Facts! Why “Chatter” Wins Over Substance in the Markets.

A good friend sent around a piece clearly refuting some current rumor/chatter tempest-in-a-teapot that is gyrating semiconductor stocks (Intel, TSMC, etc…)   It is clear that the facts are totally in opposition to the “chatter.”  And the writers evident frustration makes … Continue reading

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Target Was Burgled Through the HVAC System? So Many Ways to Read This

Has it really been ten+ days since I last posted?  Ugh.  We are in the final few weeks of house-renovation with a target move-in date of “before March 15 or we’re homeless.”  Just haven’t been  able to summon the focus … Continue reading

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Google Glass is the New Segway – NYPD Test Another Nail in the Coffin.

Remember all the hype over the Segway?  It was going to revolutionize transportation and generally change the world.  Decades later, use is confined largely to tourist tours, mall security, and cops. The NYPD’s announcement they are testing Google Glass seems … Continue reading

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AT&T’s European Wireless M&A Hopes. Crushed Under a Boulder Named “Snowden?”

AT&T just formally stated it would not bid for the UK’s Vodafone for the next 6 months.  This was forced by the UK takeover commission, which has an (admirable) put up or shut up rule.  However, the side commentary remains … Continue reading

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The Scourge of Capitalism Infects US Wireless? Charlie Ergen’s DISH In The Catbird Seat.

You have to laugh at T-Mobile’s brilliant, cheeky full-page NYT ad today (image below).    This comes on the heels of a suspiciously well-sourced WSJ report making it clear the US DoJ and FCC have no enthusiasm for a merger … Continue reading

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Obama’s Sinking “Economy” Approval – Republicans Should Be Worried Not Gloating

Obama’s declining approval rating is generating the usual “horse race” stories reading Obama’s loss as a gain for the Republicans.  Bloomberg News quote below.  I suggest a more plausible, profound, and persistent perspective (what I’ll do for the sake of … Continue reading

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