Here comes the Industrial Internet – the combination of networks and machines

| February 18, 2013

Many of you know that we at Aberdeen have been following and investing in the machine to machine concept (“M2M”) of the “internet of things” for many years.  GE recently published an informative report that attempts to add metrics to many of the concepts embodied in the grand notion of an always on, always connected […]




PE Ratios lower now than at prior market tops

| February 12, 2013

A recent article on Barron’s (here) posited that the market is “too cheap to pull back“.  They anchored their statement on a report by Jeff Kleintop at LPL Financial who did us a favor by producing the chart that follows below displaying the fact that the PE Ratio for the S&P 500 has been much higher […]




What follows strong January performance? More of same.

| February 11, 2013

Lazlo Birinyi reported last week (Ticker Sense) that the S&P 500 performance for January was the best since 1997. He went on to say . . . “historically a strong January has led to a continued rally into the end of the year. On average, the market has gained 12.7% from February until the end […]