Archive for the ‘ Uncategorized ’ Category

What I’m reading: Social Network Stocks Meltdown; Will Facebook Feel the Heat? An Alliance With Cable Is Exactly What Netflix Needs To Survive, How Lobbyists Run Washington, Business intelligence industry trends, Kick Windows Installers to the Curb; Go Portable for a Considerably More Awesome Windows Experience

Image1. Social Network Stocks Meltdown; Will Facebook Feel the Heat? If the recent market volatility has you Jonesing to pick up a few shares of downtrodden social media stocks like Yelp, please take 5 minutes to watch this analysis from my favorite trader. Bonus: Barry breaks down Facebook’s dilemma on the timing of their IPO (hint: The exclusive insider shareholders are looking to cash out ASAP )

2. An Alliance With Cable Is Exactly What Netflix Needs To Survive – An interesting take on a note I hit earlier with my prediction (hope?) that Apple’s imminent television product revolution would kill cable. I think I have too much emotion in this fight–so it’s hard for me to be neutral. It will be very interesting to see how this plays out. I still think that cable will end up as “dumb pipes” as media [read: product] innovation’s rate of change stymies infrastructure players because “the next thing” doesn’t have that pesky need to support legacy systems and services.

Image3. How Lobbyists Run Washington – Informative, maddening and cheeky. The addition of a rage comic meme was a touch of genius. Hat tip: Barry Ritholtz again; he sifts through the crap to share the best infographics.

 

4. Business intelligence industry trends – The Gartner magic quadrant for BI was recently updated. Monash Research dives deeper to highlight some important clarifications about Garner’s methodology. TL;DR – Mobile is overrated (for now), enterprise BI is nice but the leaders still fall short for data discovery, hence the scrappy UI-focused entrants.

5. Kick Windows Installers to the Curb; Go Portable for a Considerably More Awesome Windows Experience – From Lifehacker. Ever since I saw my first Chromebook I was thinking about building a portable Windows netbook. Here’s how to have a perpetually “fresh” machine. The obligatory Apple comment would be “take a smaller  Macbook Air + App Store (iOS?) = profit…?”

What I’m Reading: What is a product person? Non Bounce in Consumer Credit, Products becoming software, The Next Great Internet Disruption

  1. What is a Product Person? – Howard Ogawa answers the question as a thoughtful practitioner guru: With meaningful insight gleaned from years of practical experience. Want an unvarnished take on technology and design matters? Give the rest of his blog a read, as his blunt style caused me to nod my head several times in affirmation.
  2. Consumer Credit “Demolishes Expectations” Really? No Not Really! The “Non-Bounce” in Non-Revolving Credit – Perennial permabear Mike “Mish” Shedlock obliterates a breathlessly misleading (read: perma bull) post from Business Insider’s Joe Weisenthal regarding a “HUGE number on consumer credit.” I like this post because far too often I find myself muttering at Business Insider entries (mostly Joe) as superficial. Mish helps us understand the macro economic context behind the headlines. A great blog!
  3. MicroStrategy World 2012: MicroStrategy CEO Michael Saylor Keynote – Mike posits 2012 marks the acceleration of a major transformational era in which products and services are becoming software [emphasis mine]. Mike can always be counted on to summarize his thoughts with brash, bold statements. Some people are put off by it, I eat it up: Choice quote at about 27:30 “Software is Changing from Solid to Vapor Form and is Spreading Like an Airbone Virus”
  4. Labor Efficiency: The Next Great Internet Disruption – One of the concepts I enjoyed the most in my economic courses was that of efficiency changes on labor systems. It appears that we’re on the cusp of another wave. Will the global wage arbitrage turn into something a little more beneficial to all participants? Time will tell…
  5. Blogosphere, We Get It – This is a funny summary of the points of view of some of my favorite econ/financial blogs. Won’t mean much to you unless you read them. I suggest you check some of them out.