If there’s a sizable rally, big technology stocks seem most likely to outperform. But take care: The era of high valuations is over, and the future still looks rough.
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Archive for July 9th, 2010Linear Technology, a maker of integrated circuits that convert analog signals into digital form, appears on an MSN Money list of recommended stocks. The problem with what passes for debate about American capitalism these days is that it’s underpinned by lies and spin. Do you believe any of these tall tales? A little preparation will help you hold the line on nuisance charges and fees — and let you know which add-ons you’d be smart to purchase. Here are 8 quick tips. Markets are worried about the European banks and whether they can withstand a sovereign default. Markets are worried about European sovereigns and whether they can afford to provide support to their financial sectors. Markets are worried that the European Central Bank often appears to act as a reluctant fireman. However, what the market doesn’t seem to be sufficiently worried about is that the path the ECB is on is not sustainable. And I believe this may become painfully evident by the end of August.
Jul
09
2010
 
Donald Berwick’s Five-Year Plan v. the iPhonePosted by: realclearmarkets in RealClearMarketsLast month, Apple released its new iPhone, a faster and more powerful version of its ever popular computer-phone. It’s a remarkable device - particularly remarkable given that its machine ancestors were large and expensive, often filling whole buildings yet able to crunch fewer numbers than your average “app”. But, thanks to careful government planning and strict regulations, the computer industry has evolved at an extraordinary pace, from multi-ton mainframe to cool, hand-held gadget.
Jul
09
2010
Michael "MISH" Shedock: Stimulus Will Fail Like It Always DoesPosted by: yahootechticker in Yahoo Tech TickerThere’s no hotter debate right now than stimulus vs. austerity, as The women’s fitness-club franchise is losing stamina, closing more locations than it is opening.
Jul
09
2010
Mish: Say No to Stocks, Because Optimism Is "Insane"Posted by: yahootechticker in Yahoo Tech TickerThe bulls have pushed aside the bears on Wall Street — for now. Signs of optimism following three consecutive winning days in the stock market have replaced the doom and gloom mood so prevalent in the two prior weeks.Having already heard the bullish cas
Jul
09
2010
Don’t Believe the Hype: Retailers Will Struggle in Jobless Recovery, Says MishPosted by: yahootechticker in Yahoo Tech TickerOn Thursday, a slew of retailers posted monthly same-store sales. They were described best as a “mixed bag.” There was no obvious trend in terms of up or down, even within specific categories of retailers. But bulls on the economy should be disa
Jul
09
2010
Steve Blank’s “The Four Steps to the Epiphany” – a great manual for startupsPosted by: theequitykicker in The Equity Kicker
Blank’s thinking has inspired many an entrepreneur (indeed the book was recommended to me by one – Josh March of iPlatform) and you regularly see references to his concepts in blog posts from people talking about their startups. Perhaps the two most commonly referenced are his customer development methodology which stresses the importance of getting out to customers very early in the life of a company/product, and his concept of product-market fit which helps establish the point when a product is ready to go mainstream and really scale. You might be wondering by now what the four steps are, well wonder no more:
Blank’s has structured the book as a step through guide to executing on each of these stages. As with all business books the trick is to look for the best and most relevant bits to your situation and discard the rest. What I particularly like about this one is that there are lots of different ideas and most of them are both good and widely applicable. To pick one small example I enjoyed his advice on how to test whether a potential customer will buy your product and at what price; first ask if they would take it if it were free, if they say ‘yes’ you next ask if they would pay $1m for it, to which people will often answer no, but I would pay $XXX – bingo. That said, the real value of this book is in the framework Blank’s offers for knowing your customers and what they want – something it is hard to get too much of, but sometimes easy to forget to do in a startup, particularly for entrepreneurs who are yet to develop great networks. Related articles by Zemanta
 Free Trade: President Obama uttered some fine words Wednesday on the value of export trade. But with no trade pacts on the horizon until after elections, it’s just political busywork. What’s really needed is courage. |
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