“Understand how big Google is actually thinking”

Yesterday I posted a link to TIME’s cover story about Google’s push into healthcare, known as Project Calico. If you haven’t already read it, please do: Google vs Death (TIME) In the meantime, my favorite internet analyst, Bob Peck at SunTrust Robinson Humphrey, believes that this is yet another indication that Google is willing to…

What did you expect?

Did you think that Bernanke’s Fed, after five years and more than $2 trillion in stimulus and easing was prepared to yank the rug out from under your feet? Was that really your assumption? That the Fed would build a Jenga tower and then pull the bottom brick? What would have been the purpose of…

Can Google Hack Death Itself?

via TIME: At the moment Google is preparing an especially uncertain and distant shot. It is planning to launch Calico, a new company that will focus on health and aging in particular. The independent firm will be run by Arthur Levinson, former CEO of biotech pioneer Genentech, who will also be an investor. Levinson, who…

“every generation needs its own social network”

Bob Lefsetz:  Most people aren’t aware of most social media. Read this “New York Times” story on the girl who committed suicide after being bullied on ask.fm, Kik and Voxer. The average person wouldn’t think there are enough people on these sites to make a difference, to drive someone to the brink. But just like every…

September Peak?

Jon Krinsky of Miller Tabak + Co is out with his latest note about stocks in September – he notes that while the month has a bad reputation as being “the cruelest”, it’s really in the second half of the month that things get dicey. Two charts below tell the story on different timeframes, historically…

“as long as they spell your name right”

Americans are obsessed with celebrity and are willing to suspend disbelief in the presence of famous politicians, actors and actresses and sports stars – so why should it be any different when Americans look to the stock market? While I was away, the legendary market-timer and technician Joe Granville passed away. Granville is one of…