Big Data is a Big Deal. Growth in “smart” devices = growth in internet connectivity and data generation and hence fueling demand for a new generation of IT services to accommodate data storage and business analytics.

| October 23, 2012

While the market is understandably fixated on the smartphone / tablet adoption there is a correlated boom in businesses that are needed to help deliver, store and add value to the mountains of data being generated by the tsunami of internet connected smart devices.  We refer to this overarching phenomenon as the “datasphere” and we […]

Spending on Mobile Ads is set to BOOM. 80% growth this year. Over 50% annual compound growth to 2016. Spending to rise from $1.45 billion in 2011 to $11.9 billion in 2016.

| October 23, 2012

Spending on mobile ads and marketing is booming.  As prior posts have pointed out, the massive adoption of smartphones and tablets has generated a sharp increase in spending for mobile/wireless advertising.  A recent webinar by eMarketer included the data in the following chart.  Total mobile ad spending is expected to increase 80% this year and […]

Cash still pouring into M1. The increase in idle cash is challenging the spikes we saw at the time of peak panic in 2008 and the debt ceiling debate induced panic in September 2011. People are apparently sitting on sidelines awaiting the election outcome and resolution of the “fiscal cliff”.

| October 23, 2012

No wonder corporations are guiding toward weaker earnings . . . people are withdrawing cash from the real economy and capital markets and stuffing it into insured bank accounts.  We saw this happen in 2008 and last year.  It is an indicator of a high level of fear and uncertainty in the economy.  Cash in […]

An Avalanche of tablet computers is on the way. Apple, Microsoft and Google will all be launching new tablets over next two weeks just in time for the holiday season. Think more wireless video, More mobile ads, More m-commerce.

| October 22, 2012

The boom in mobile is about to get even “boomier”.  The tablet computer market is entering the phase when tablets are “sold” instead of “bought”.  This happens at the base of the “S” curve for technology adoption.  Large, sophisticated and wealthy marketers – i.e. Apple, Microsoft, Google and Amazon – are unleashing prime time marketing […]

Right on track . . . Equity market continues to follow the historical pattern for Presidential election years.

| October 16, 2012

The market correction so far this month is right in schedule with past election years.  The implication is for a strong finish for the year.  Chart courtesy of Bespoke Investment Group.  Jeb Terry, Sr. October 16, 2012 Aberdeen Investment Management – a guide service for micro-cap technology investment

Swap spreads – a very sensitive barometer of economic cycle risk – are saying systemic risk is low and outlook for 2013 is for an improving economy.

| October 16, 2012

Swap spreads are the expression of the direction in interest rates.  They are derived from a massively liquid market for treasury and money market securities.  Scott Grannis of Califia Beach Pundit (here) provided the following chart and commentary.  Jeb Terry, Sr. October 16, 2012 Swap spreads are excellent leading indicators of economic health, as the […]

Equity market on the rise – Equity mutual funds and ETFs still draining assets. This is unprecedented. When and if the mutual fund outflows turn into inflows the market will likely accelerate.

| October 16, 2012

The strength in the equity markets this year has been driven by institutional allocation of assets even though hedge funds are still in a highly short posture.  The persistent drain of assets from equity mutual funds and ETFs displayed in the following chart from Bianco Research will come to an end.  We can observe that […]