BlindReason

John Boyd
Blind Reason


Google vs. Apple Battle Gets Personal

Posted on 03/13/10 at 11:18pm
The NY Times has a piece that has quite a bit of detail. It boils down to a portrayal of Steve Jobs as taking the competition as some kind of personal betrayal. A few reactions: There are two types of people in the mobile world--software people and cell phone people. Software people tend to get quite upset when people talk about Apple using patents to block innovation.
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Google China Talks at an Impasse

Posted on 03/13/10 at 12:08am
Decision to exit looks imminent according to FT. Again--really bad decision making lately coming out of Google. They need to find a way to stay while appealing through the WTO and gaining other ways to avoid censorship. This was just a stupid fight to pick.
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Chinese Inflation Hits the Consumer

Posted on 03/11/10 at 10:51pm
We talked a little bit about a near term increase in the Yuan. Inflation pressure appears to be moving from producer prices to CPI. This puts pressure on the government for a rise in interest rates as well as an gradual revaluation up. Probably one of the more intersting financial stories to watch unfold.
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RUMOR: Some kind of Arrandale Annoucement on Friday from Apple

Posted on 03/10/10 at 4:57pm
Coincides with IPad Pre-order Friday. Pure Rumor but we'll know in 2 days!
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Seth Klarman: 20 Investment Lessons of 2008 (and 10 false ones)

Posted on 03/10/10 at 12:47pm
Some great investment lessons from Seth Klarman. I have highlighted a few of the ones that are most salient for me personally below: That even if you are not leveraged, the leverage of others can cause you a lot of problems. Learned this one the hard way which I suspect is the only way you can really "learn" that one.
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Take This Iceberg and Shove It

Posted on 03/06/10 at 8:49pm
Self Explanatory:
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Boone Pickens: Americans are the Dumbest People in the World

Posted on 03/05/10 at 12:00pm
As natural gas continues to get zero traction in Congress, Boone is getting frustrated as the lack of momentum in the issue. His point is starting with the 18 wheelers first and building out infrastructure to distribute natural gas to this trucks. From there is could be expanded to the rest of the auto fleet.
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