Archive for March, 2010

James wrote something yesterday that included this graphic: What caught my attention, as was the intention of the graphic, was the Android traffic number climbing from effectively zero to more than 40% in just a year and a couple of months. Obviously this was the intention of the graphic (note the green color of the [...]

27Mar

1906 Cable Car Video

Posted by Jeff as Uncategorized

This video from the Prelinger Archives is reported to be one of the earliest 35mm films and it is from a camera mounted on the front of a cable car that makes it’s way down Market Street to the Ferry Building Clock Tower. What makes this video extraordinary is that it was taken just 4 [...]

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Monday Morning Update
FRGI
Force Protection Blasts It’s Way Past Estimates
Trading Academy - Episode 4: Stocks and Shares
Read more on IT Way, Wharf (HLDGS), Tower at Wikinvest

There is a banking reform bill working through Congress… in case you hadn’t noticed. Fred Wilson points out, rightly so, that the banking reform does a lot more than just reform banking rules, it goes to the very heart of who can invest in non-banking activities and how. 1) Changing the definition of a “qualified [...]

25Mar

Eye Tracking

Posted by Jeff as Uncategorized

I read the linked post below and had to think for a couple of days about the notion of eye tracking as a result of augmented reality products will result in a new advertising currency. The idea of eye tracking in advertising is not new, indeed eye tracking as a field of study is not [...]

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The Next Bitcoin
Daily ETF Trend Report – Currency
Today's Leading Industry
(F) China Auto Sales Rise 13% in April
Read more on Auto Makers, Century, Currency at Wikinvest

Like everyone who has looked at the issue of immigration, I came to the conclusion long ago that it is a broken and outdated system. Just consider that every H1-B visa is snapped up within 12 hours of becoming available and you see how not only demand outstrips supply but an industry has grown up [...]

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The New Pirates of Silicon Valley
(V) Visa Stays at Neutral
Read more on Visa, Entrepreneurship at Wikinvest

22Mar

Housing Woes in Atherton

Posted by Jeff as Uncategorized

This is how someone’s dream home becomes a $6 million nightmare… If you live in the area you will recognize this house in Atherton that has been under construction for about 3 years, the last 12 months at more or less a full stop. If I recall correctly the previous house was purchased between 4-5 [...]

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Business Travel Personality
And That's All I Have To Say About That
Leader Charts
Read more on Construction, Hong KONG&CHINA Gas, Henders Land Dev at Wikinvest

The fundamental challenge the health insurance, or any insurance business for that matter, faces is how to blend risk pools so that the customers who consume few services pay for those who consume many services. In other words, my premiums will go down because healthy young people who currently get by without insurance will be [...]

17Mar

IT Expansion in China

Posted by Jeff as Uncategorized

Last week I wrote a post that covered many of the observation I made on my recent trip to mainland China. Given my background in IT, a natural area of interest for me was the build out of IT in China businesses that are not directly aligned with U.S. or European counterparts… in other words, [...]

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Chinese Manufacturing Slump
(F) China Auto Sales Rise 13% in April
Investing in Coal in China
China, Boston – derail equities
Read more on Investing in China at Wikinvest

I just spent a week and a half in southern China visiting a range of manufacturing facilities and meeting with senior executives, and the learnings were significant, some of which I want to share with you today. This is the kind of information that is really challenging to get from analysts and journalists simply because [...]

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Chinese Manufacturing Slump
(F) China Auto Sales Rise 13% in April
Investing in Chinese Copper Demand
Read more on Investing in China at Wikinvest

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