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Even The Adoption of Innovation Is Different

By |2017-01-23T18:34:40-05:00January 23rd, 2017|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

As with all innovation, the roots of any specific trend usually cast back a very long time. In terms of Enterprise computing solutions, Software as a Service (SaaS) dates to the earliest days of the internet. In the middle 1990’s Application Service Providers started popping up, but they were largely erased in the dot-com bust (not without good reason). For [...]

IBM’s Anecdote Of The Hole

By |2016-10-18T17:57:33-04:00October 18th, 2016|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Revenue at IBM fell just barely in Q3 2016, perhaps something of an achievement for beleaguered Big Blue. The company has seen its revenue shrink for an astonishing 18 quarters in a row. During that time, IBM has been written off as no longer important, where once a bellwether for the industry and even the whole global economy now supposedly [...]

Corporate Revenues Back To Low Point

By |2014-02-03T17:35:11-05:00February 3rd, 2014|Economy, Federal Reserve/Monetary Policy, Markets|

Going back to the snow debunking from earlier today, the primary impediment to wider economic expansion outside of bifurcation and artificial monetary channels is income and employment. Mainstream commentary aside, employment has been mostly atrocious for some time. The clear divergence between the Establishment Survey and the Household Survey, both from the BLS, establishes that break in October 2012 – [...]

Policy, Fallacy and Marx

By |2013-12-02T16:55:45-05:00December 2nd, 2013|Markets|

There is something very much broken in the media, particularly with regard to economic reporting. I have already commented more times than I care about the overemphasis on logical fallacies, but the proportionality of the disconnect only grows with share price inflation. Under the headline, Bull Market Shows No Sign of Death With Yellen Support, this Bloomberg article begins, “The [...]

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