Techs

Hot Links: Ernie & Birch

Stuff I’m Reading this Morning… Stocks explode around the world as St Louis Federale makes dovish comments.  (TBP) BIG STORY: Treasuries at 0% for the first time in 7 decades…since 1938 to be exact.  (Bloomberg) The mass exodus of brokers from Smith Barney has slowed to a trickle.  (CrainsNY) Niall Ferguson on slaying the “Chimerica”…

Crushing Earnings Estimates? There's an App for That.

I’m utterly in awe of the great American earnings machine that is Apple Inc (AAPL). This evening’s earnings report eruption was utterly remarkable given the environment. From All Things Digital: Apple’s September quarter saw, among other things, the release of Snow Leopard, the latest upgrade to its OS X operating system and the first public…

Remember the Last Time Intel Reported?

All eyes are on Intel (INTC) this evening as the company is one of the first bellweather names to report earnings. The last time Intel reported, on July 14th, the NASDAQ exploded, with a gap up and 3.5% gain for the composite the following day. Nothing in last month’s report means anything as far as forecasting…

Gut Check Time For The Nasdaq Bulls

Just some quick thoughts as we head into the end of September… Last week was fairly interesting in that many began noticing signs of a change in character for the stock market, if not a change in trend.  The Nazz has been the leader for this rally, so the action there is worth noting. Some…

Hot Links: The Marshmallow Test

Stuff I’m Reading this Morning… A new blog takes a look at how profitable vs unprofitable IPOs fare in the stock market.  (TechFlash) Green Shoots!  The return of tech M&A…here’s a list of all the recent deals.  (GigaOM) Signs in exports, tourism and even housing that California could be turning.  (LAT) S&P says corporate stock…

Don't Get Too Excited About Tech Just Yet

With the Nasdaq up over 22% year-to-date and many tech stocks on the receiving end of big upgrades recently (Goldman practically proposed to Google this past week with their endorsement), many investors have begun digging in the crates for some of their old favorite tech stories again. Eric Savitz‘s Technology Trader column in Barron’s today…

Green Shoots in San Francisco

Believe me, I have no empirical evidence to share about a turnaround in the economy as it probably doesn’t exist just yet. But I do have a hopeful and interesting story to share about a tech startup taking over the abandoned space of a shuttered hedge fund and making cool, cutting edge stuff.  This is…

Does Microsoft Have It's Swagger Back?

[vodpod id=Groupvideo.3040005&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] Over the weekend, the eggheads at Knowledge@Wharton posted an update on Microsoft‘s new focus on driving innovation.  The score so far is something like Google/Apple 50, Microsoft 1 (Bing‘s working) in terms of innovation, but in technology, this can change out of nowhere (see Palm Inc for an example). It’s also worth noting…

China Goes Berserk for IPO's…Sound Familiar?

Ahhh, the year 1999…Y2k was on everyone’s mind, all the boys had their hair pushed forward and up, and our eardrums were pounded mercilessly by that Rob Thomas/ Carlos Santana abomination that attacked from every radio speaker coast-to-coast. More memorable to me than any of that was the dot com frenzy that turned the entire…