Meaty With a Chance of Cloud Calls

And the winner is…Cloud! The tech industry sub-sector with perhaps this year’s meatiest move is undoubtedly cloud computing.

Living in the Cloud

Imagine converting your a majority of your accumulated possessions into digital files and shedding all that weight.

Some links.

Microsoft moving its cloud offering to a paid model.

The Cloud Computing theme is too sexy…they won’t be able to resist building a fund for it.

Watch!

And remember that many of your employees – your most talented employees – are gaining a bit more of the upper hand these days

I chalk up the explosion in quits (2.7%, now at a 20 year high) and new business formation to three main causes:

This type of thing is called a re-rating, and re-ratings happen all the time on Wall Street.

I want to take this opportunity to relay one of the most important truths I’ve ever learned about the stock market.