Blog

T'was The Night Before Christmas 2014

Posted by on Dec 24, 2014 in Blog

Art Cashin, UBS Financial Services' director of floor operations at the NYSE, is a legend on the floor of the Big Board. He's been on The Street for some 50 years and is well known for his daily newsletter: Cashin's Comments. Each year he sends out an Annual Christmas Poem in the spirit of T'was the Night Before Christmas. Here is Art's poem from this year. This year I decided to give it a try. ‘twas the night before Christmas and in every single bed an activity tracker was busy trying to count the dreams in our head 2014 was a year to remember with a few things to cast out lets look at...

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Black Friday at My House

Posted by on Nov 13, 2014 in retail, tech

Several years ago my oldest son bought himself an iPad mini. Recently he received his first iPhone and as a result has been using his iPad infrequently. At the same time, my seven-year-old wants to buy an iPad and so his brother offered to sell him his iPad for $250. Over the last two or three weeks my seven year old has been debating if this is a reasonable price and we've discussed checking secondary markets like eBay to determine if it is in fact a good price or not. Several days ago my seven-year-old asked my 11-year-old if he would discount his iPad for Black Friday. After several...

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Is Square Entering the Taxi Market?

Posted by on May 1, 2014 in Blog, tech, trends

This week Square introduced preorder and pick-up services. On the surface this service should help expand the business opportunities for small businesses. It might also help level the playing field for small businesses that compete against multi-channel retailers who currently offer similar services. The offering is borne out of the increasingly blurring lines between digital and analog commerce. Once well separated and siloed retail channels, online and brick-and-mortar are continuing to come together such that consumers can toggle seamlessly between the two. The service also introduces...

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Unbundling the Mobile Experience

Posted by on May 1, 2014 in Blog, tech, trends

There is a confluence of conflicting forces underpinning mobile today and the outcome will define the mobile experience of tomorrow. Here are two of this morning's announcements: Snapchat announced they were adding video chat and instant messaging Foursquare's move to split their app services into two separate apps On the surface, these may seem like inconsequential developments but they speak forcefully to how the mobile user experience is evolving. In a recent interview with Mark Zuckerberg, he was asked about the work Facebook's Creative Labs is focused on.  Creative Labs is an internal...

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A Review of Apple's Q2 Results

Posted by on Apr 25, 2014 in Blog, retail, tech, trends

Yesterday I posted a few thoughts and my predictions for...

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What I Expect from Apple's Fiscal 2Q Earnings

Posted by on Apr 23, 2014 in Blog, current events, tech

Apple reports Fiscal second-quarter financial results after the close of the markets today and so brings the week-long exercise where pundits spend the first half of the week talking about what Apple will say followed by the second half of the week where the selfsame pundits talk about what Apple said. Here's some food for thought: Apple has enjoyed a tremendous run and each subsequent quarterly result is more heavily scrutinized than the last. It has been 11 years since Apple reported a year-over-year decline in revenue. That simple statistic sums Apple's "big" problem. It is a problem all...

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