What are the odds a debt ceiling bill is passed? The Intrade Prediction Market gives us a clue and so do CDS rates, interest rates and the VIX

| July 24, 2011

The Intrade Prediction Market tells us the odds of Congress passing a debt ceiling bill by July 31 have dropped to 21%, a test of the lowest reading on the chart (not yet reflected in the charts below).  The same platform also says the odds for passage of a bill by August 31 is now […]




iPhones and iPads jack up Apple’s Q2 growth, beat estimates, point to accelerated growth in mobile data traffic.

| July 19, 2011

Silicon Alley Insider (here) posted the following chart today illustrating the explosive growth in Apple’s revenue by product. They noted . . . “The iPad is already the second biggest part of Apple’s business as measured by revenue after less than two years on the market. In the June quarter, the iPad generated $6 billion […]




Mobile Ads get noticed ~9X Better than regular online banner ads

| July 19, 2011

A recent article at eMarketer highlights a startling comparison of the effectiveness of banner ads on mobile devices vs. banner ads on PCs.  The article can be read here. The clickthrough rate for mobile ads is almost 9X better than ordinary online banner ads.  As the title of the report by MediaMind mentioned in the […]




Here is some good retail sales news you probably didn’t know

| July 14, 2011

The analysts at Bespoke Investment Group have done it again.  They have produced an insightful chart on a recent report that provides scale and context to a macro economic report that should matter more than is broadly noted.  Here is what they had to say about the year over year growth in retail sales for […]




A Picture worth a 1,000 words – Mobile data traffic is surging

| July 10, 2011

I have written in the past about the outlook for growth in mobile data traffic (see my earlier post here) where I noted Cisco has stated data traffic will increase 39X from 2009 to 2014.  Here is a chart of the growth in data traffic on mobile devices in the US since the beginning of […]




There is a video tsunami hitting the web

| July 7, 2011

Video is becoming the main type of data transferred over the internet.  Increasingly online video is being streamed onto mainstream TV screens.  A recent report by eMarketer entitled “US Online Ad Spending: The Floodgates are Open” includes the following statements made by Cisco in June:  “By 2012 internet video will account for over 50% of […]




The Market is up 7 days in a row

| July 6, 2011

The NASDAQ is up 7 days in a row.  This is an unusual event since the tech bear market having only happened 23 times out of 2,547 trading days since Dec. 31, 1999.  Using the QQQ ETF as a proxy for the NASDAQ, the market has gone on to rise an average of 3.8% in […]




Smartphone adoption continues to accelerate, becoming the norm

| July 2, 2011

The Yankee Group just published survey results on the likelihood of consumers to choose a smartphone with a data plan as their next phone.  Their conclusion . . . “consumers are moving to smartphones at a voracious rate”.  I have reproduced their chart below depicting the percentage of consumers who are “very likely” or “likely” […]