Monday, July 29, 2013

It appears my beginning of the year prognostication was entirely errant, so I will make another tilt at this windmill and say:
"My expectation is that we will see a near term correction followed by a strong finish towards the end of the year."

Friday, January 18, 2013

Google experiments with hardware-based authentication, envisions passwordless future

Google experiments with hardware-based authentication, envisions passwordless future:

'via Blog this'

So, I had a dream about this I believe about 10 years ago.  Although in my dream these keys were being sold by Microsoft and were  RFID enabled.  Still, the big question is what happens when you lose the key...

Wednesday, January 09, 2013

What does 2013 hold?

My current expectation is that we will see moderately positive equity performance that will be derailed by continued political dickering around the debt ceiling (in the US) and fiscal consolidation (in Europe) bringing back shades of 2011 in the first half of the year.  Once there is greater clarity on these issues however, I would expect to see US markets recover and continue a moderating bull market – with a 5% return.  Internationally however, if the EU continues down its current path and China keeps its hand on the rudder, I would expect those markets to significantly outperform at about 10% & 15% respectively.  

Monday, September 24, 2012

Why Paul Allen Does Not Believe The Singularity Is Coming Any Time Soon - Forbes

Why Paul Allen Does Not Believe The Singularity Is Coming Any Time Soon - Forbes:

'via Blog this'

A riposte to Ray Kurzweil's singularity thesis that makes sense - biology is much more complex than current computers and as such exponentially costly to uncover that complexity that it acts as a brake on innovation.

Thursday, February 09, 2012

2012 - S&P

Following last year's remarkable home run (if I conveniently ignore dividends), I am predicting that we will see a turbulent 2nd quarter with a return to bullishness in the latter half of the year and ultimately see the S&P 500 up 10% for the year.

(I know - easy to say that now after a strong start to the quarter but I feel that the 2nd quarter will test nerves again).

And now w have the GO Sign.

Monday, October 03, 2011

The Psy-Fi Blog: A Yen For Yield

The Psy-Fi Blog: A Yen For Yield:

Another interesting post on the impact of demographics on equity returns, cites a couple of articles that are worth reading.

Sunday, September 25, 2011

Studies on the impacts of demography on asset returns

This article provided indications of my prior statements about stock market prices being impacted by demographics:  http://econ.st/qTG5sc  Thankfully, I don't plan to actually retire until 2040.