A Nerds View of Weird Inflection Points…the terrific Pamela Yip from Dallas Morning News…Technology

Saturday morning (3-9-13) our road trip began, not as early as hoped but that was another story. Being a 100% full-fledged capital market and economic nerd I proceeded with my usual habit, download all the latest interesting interviews on Bloomberg’s Radio to my phone and listen to the numerous interviews. This is especially helpful as much of the drive is in an area where there is no reception.Nerd

It gets Weird and Inflection Points

My download list of about 15-20 interviews for a total of about two hours is carefully selected. My goal is to get thoughts from reputable people (over the years you get to know many, but not all) and purposely get differing opinions. I do not want all sky is falling or the world is great, but a mix of 50/50.  Near the end of my two-hour nerd listening journey two consecutive reputable folks from firms I am familiar laid out their thoughts. The earlier interviewer gave extremely good evidence, facts, and non-dramatic reasons why the 10 year yield would be going to 1%…all of which I agreed with. The later interview, giving similar excellent facts, evidence and again most importantly non-dramatic reasons why the 10 year would go to 3.5% by year-end all of which I agreed with….AND this person’s speciality was in an area that would be hurt by such a move, giving me  more credence to such prognostications. Donald said this a while back “It get’s Weird at Inflection Points” and it still remains true, in my opinion. Time will tell, however confusion on direction is what makes this fun, especially at this immediate moment.

Pamela Yip’s Dallas Morning News Article

On Saturday (3-9-13) I was quoted by the terrific Pamela Yip in the Dallas Morning News. Pam and I go way back and have spent a lot of time working together.  She is a terrific reporter who “gets it” and has withstood the changes in the industry. Here is the link to the article, it is worth a read.

Technology continues to amaze

For those that check their email over the weekend, I posted a short note about the afore-mentioned Dallas Morning News article as my thinking was many may have had the paper in their possession that day. A neat fact is that I was able to do this, from my phone, literally while traveling. Amazing technology (not to mention the constant texts my family was sending and receiving while in transit.) In this case this was a fun and more informative post, but there could be a time where it is comforting to know that we can get information to you FAST, and easy if necessary….another reason to be sure you are on the automated email list.

Have a great day!


PS The Newsletter script is being written and has some exciting new findings and enhancements we have completed over the last 90 days….

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