Archives
Twitter feed
- Pannel w/ top tech acquirers very worth watching. Many nuggets. Eg: MSFT thinks Facebook "insane" to not buy 4square. http://tcrn.ch/dmEtMp about 13 hours ago from web
- The fluff that was the European "stress" tests finally getting scrutiny. http://bit.ly/aP3yjW Now that summer's gone, markets serious again. about 20 hours ago from web
- Transit spending seems less powerful a tool than investment tax insensitive. More limited and also more political. http://j.mp/9SRXaE about 23 hours ago from Twitter for iPad
- Proposed tax break for capital investment should have real cash & profit benefit for enterprise. Question of risk/reward. http://j.mp/956lnr about 23 hours ago from Twitter for iPad
- IPO pipeline largest in decade but performance as weak as ever. Q4 pricings uncertain as broader market remains shaky. http://j.mp/9w6tAj about 23 hours ago from Twitter for iPad
- Evidence mounts for lack of differentiation between fund managers, as stocks move in lockstep. ETFs continue to gain. http://j.mp/docWrQ about 23 hours ago from Twitter for iPad
- Third party apps fall out of favor in VC world, at least for Twitter. Not sure Facebook & others are more convincing. http://j.mp/a8qx7s about 23 hours ago from Twitter for iPad
- We shouldn't judge Ping as we would judge a Google product. The context of different development styles. New post: http://j.mp/cauvKL #in 10:53:48 AM September 05, 2010 from Twitter for iPad
- Fed econ solutions will be interesting when even the state of recovery or lack thereof is debated & murky. http://j.mp/drEaw1 10:46:30 AM September 04, 2010 from Twitter for iPad
- "Equity cult" pronounced dead by Citi official, w/ obvious consequences. Right or wrong, word choice & source notable. http://j.mp/aWBcTC 10:43:46 AM September 04, 2010 from Twitter for iPad
- Timing of Google Voice & Gmail integration dubiously close to Skype IPO. Can't believe success of former won't impact. http://j.mp/chq5ts 10:38:24 AM September 04, 2010 from Twitter for iPad
- Apple should have waited on Ping release. Product not ready & social net is not a device: staged upgrades less effective. http://j.mp/bJmIY1 10:29:49 AM September 04, 2010 from Twitter for iPad
- Once Goldman prop trading is shut down, and new fund managed by same team is raised, will GS be an LP? Yes, and why not. http://j.mp/cL4a8f 10:02:08 AM September 04, 2010 from Twitter for iPad
- Future iterations of Apple TV predicted and explained. Most notably, the advent of apps. http://tcrn.ch/bmQRy1 09:51:04 AM September 04, 2010 from Twitter for iPad
- The market is not the economy, and should be studied differently. Here is the best market summary I've seen in a while. http://bit.ly/amvxYJ 08:17:30 PM September 03, 2010 from web
- Evidence of Valley insularity. Been arguing this for a long time. Reason why AAPL so successful. http://bit.ly/cJHNBj 02:45:31 PM September 03, 2010 from web
- Despite morning's "positive" employment report, new evidence is contrary. http://bit.ly/bZ5pJO Market doesn't know if it's coming or going. 02:41:11 PM September 03, 2010 from web
- Have we been beaten into submission? Econ news that is not horrific is taken as strongly positive. Maybe it is. http://j.mp/bAB8VZ 12:53:41 PM September 03, 2010 from Twitter for iPad
- Battle for 3PAR is over & time will tell. Strategic fit, sure, but at what price? HP has things to prove for a while. http://bit.ly/bDblA3 12:15:59 PM September 03, 2010 from TweetDeck
- How to interpret shrinking commercial paper issuance. Slowing economy, longer maturities, both? Or same thing in a way? http://j.mp/90RFc3 11:55:41 AM September 03, 2010 from Twitter for iPad
