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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (6635)	1/31/2019 8:09:38 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26641

T hat all makes sense. I also like to buy turnarounds which after decades of under performance (relative to my good tech stocks) it might be time. 5G will be huge.... all are bent out of shape Apple won't have phones for it but most of us already have good enough bandwidth for what we really need phones for... Eliminating the cables to the house is something big. Would you believe I worked with a guy from HP Bristol Labs on the "FIR IRdA" standard (Fast Infrared) for wireless via infrared LEDs for PCs to bridge the gap before technology would make Bluetooth affordable? We even did a technical paper together (with a few others in his lab back in the UK.) Anyway, his next project was to figure out how to make the high GHz wireless networks communicate once the technology was available for what is now 5G. I left 20 yrs ago but it would sure be interesting to see how much was laid out back then and how close it is to what they will build out in 2020. I can remember sitting down with my boss brainstorming about what would come in the years to come. I had an HP100LX that was a fancy calculator that also did spreadsheets with Lotus123 that I could attach to my workstation or PC with a cable OR the original IR link.... We knew they would put a phone into it so we could get data anywhere... but it is hard to believe the workstation on my desk with some $30K worth of memory do do circuit simulations was far, far less powerful than the OLD S5 smartphones I've recently upgraded! Anyway, I left to create content... and see where it led. Didn't get ultra rich like Zuck but the content was good and more than kept me going. See APR of my portfolio vs S&P500 below.... So..... I agree. It seems T is getting a lot of good content and will compete with Amazon and Netflix. My guess is they will offer their own packages so maybe you get TNT movies AND HBO shows at a discount than what you would pay to get it on DISH or VZ.... since it seems it is already happening. K

To: robert b furman who wrote (6635)	2/5/2019 11:07:29 AM
From: Kirk ©	1 Recommendation Recommended By Condo Read Replies (1) \| Respond to of 26641

Russell 2000 Index Bear Markets chart I believe most of the TV "pundits" miss that we have had many bear markets since the biggie in 2008/09 but the low interest rates kept investors in dividend stocks so the declines were more like 14 to 20% while the small cap stocks saw the full effects. IF Trump served Powell's favorite food last night at the dinner, then the Fed might be done raising rates for awhile and the markets should be happy as I believe many of the declines were related to "taper tantrums" and related events. x

To: robert b furman who wrote (6635)	2/13/2019 4:58:41 PM
From: Kirk ©	1 Recommendation Recommended By robert b furman Read Replies (1) \| Respond to of 26641

The monthly US Treasury statement for Dec. finally came out today. I updated my table on my blog where you should be able to read it in full screen (not compressed like here.) Wednesday, February 13, 2019: Despite Higher Tax Revenue, The US Deficit Continued to Expand in December 2018 Despite what MSM wants you to believe, tax collections continue to rise despite lower rates. The real problem is massive spending. I believe Trump hopes the massive investment by US companies in the US that has already created jobs will eventually lead to soaring wages after he closes the borders and that should help pay down the deficit, but I'll believe it when I see it. For now, the data is key.

To: robert b furman who wrote (6635)	2/13/2019 5:02:38 PM
From: Kirk ©	Read Replies (2) \| Respond to of 26641

But will Trump call this a win or does he hate Google for"what appears to me" firing anyone who is blatantly conservative? Google to Spend $13 Billion on Data Centers, Offices Across U.S. Alphabet Inc.’s Google plans to spend $13 billion on data centers and offices across the U.S. in 2019, saying the investment will create thousands of new construction jobs in states outside its traditional base of California. The new spending builds on $9 billion the company put into expanding across the country last year. By the end of 2019, Google will have a presence in 24 states, Chief Executive Officer Sundar Pichai said in a blog post on Wednesday. As many as 10,000 new construction jobs could be created in Nebraska, Nevada, Ohio, Texas, Oklahoma, South Carolina and Virginia, Pichai said. Krugman will probably hate it because he thought the internet would be about as significant as the fax machine on the economy he prefers government programs over successful business (probably a financial reason for this....)