Showing posts with label psychology. Show all posts
Showing posts with label psychology. Show all posts

2017-09-23

Tech Review | Apple $AAPL Special Event Postpartum Depression?

Tech Review (TR 2017-09-23)--Domain Mondo's weekly review of tech news with commentary, analysis and opinion: Features • 1) Apple $AAPL Special Event Postpartum Depression? 2) Google & HTC: Everyone Wants To Make A High-end Phone, 3) Cord-Cutting Trends--Cable Is For Old People, 4) Investing: Mass Psychology, Diversification, Gurus, US$, Buffett,  5) ICYMI Tech News.

1) Apple $AAPL Special Event Postpartum Depression?
 Apple Special Event. September 12, 2017.
NASDAQ:AAPL:
 $AAPL

2) Everyone Wants To Make A High-End Phone: Google & HTC
 Pixel Phone
Google (NASDAQ: GOOG, GOOGL) and HTC Corporation (TWSE: 2489"announced a definitive agreement under which certain HTC employees – many of whom are already working with Google to develop Pixel smartphones – will join Google. HTC will receive US$1.1 billion in cash from Google as part of the transaction. Separately, Google will receive a non-exclusive license for HTC intellectual property (IP) ... this agreement also represents a significant investment by Google in Taiwan as a key innovation and technology hub ... expected to close by early 2018."--HTC.com, 21 Sep 2017.--About 2,000 HTC staffers to join Google; HTC to continue making its own smartphones, including a new flagship model.

See also: Android zero-touch enrollment: seamless and secure enterprise deployment | blog.google: carrier partners who plan to offer zero-touch: USA: Verizon, AT&T, Sprint, T-Mobile; Europe: BT, Deutsche Telekom; Asia-Pacific: Softbank, Telstra.

3) Cord-Cutting Trends--Cable Is For Old People: 
CordCutter
Cord Cutters to Top 22 Million in U.S. by End of 2017 (Study) | Variety.com: "By 2021, the number of cord-cutters will nearly equal the number of people who have never had pay TV — a total of 81 million U.S. adults." See also Cable News Is Almost Exclusively Watched by Old People.
"The last couple of years, a few friends pulled the plug on cable/satellite ... my daughter Katie ditched the corded life, as have many (most?) of her Millennial friends. They have been doing the "streaming thing," first with subscription models such as Netflix (NASDAQ:NFLX) and Amazon (NASDAQ:AMZN) Prime, and then with expanded services offering network bundles: Sling TV, PlayStation Vue, Hulu with Live TV, YouTube TV, etc. Those who want to add a little "premium" to their lives can get stand-alone services from HBO or Showtime. (A basic guide to streaming options can be found on the Consumer Reports free site.)."--SeekingAlpha.com.  
Editor's note: best option for many may be either, or both, an Amazon Prime subscription (using an Amazon Fire TV Stick which will give you access to Amazon Prime content as well as Netflix (subscription), HBO and much more via Amazon Channels, AND/OR a Google Chromecast to access the free and à la carte and subscription content available from the internet and via Google Play (including apps). Total one-time hardware cost less than $75.00 (Fire Stick $39.99 + Chromecast $35). Put a little money into a quality screen, good internet connection (including router and modem), and pay for only the content you really want.

4) Investing
"Investing, in other words, is an exercise in mass psychology. I’ve spent decades studying it, and believe that one way to predict future market moves is to sort through the narratives that sweep through the population and influence decisions on whether to buy or sell. Such an analysis is a matter of art as much as science, however. Getting it right is crucial in the United States right now, because stock market valuations are already high enough to be worrisome."--Robert J.Shiller, Sept 15, 2017, NYTimes.com.

Separating the Dos From the Don'ts of Investing | Bloomberg.comDiversification is the idea of reducing specific risk in your portfolio.

Investment GurusBeware of investing advice from market gurus | usatoday.com"... the ninth anniversary of Lehman Brothers’ bankruptcy and the subsequent collapse of our country’s financial system. One of the most important lessons we can learn is that no one — not even the experts — saw it coming."

US$--The Demise of the U.S. Dollar? Don't Hold Your Breath--"The USD is still the dominant reserve currency, despite decades of diversification. Global reserves (allocated and unallocated) are over $12 trillion. Note that China's RMB doesn't even show up in allocated reserves--it's a non-player because it's pegged to the USD. Why hold RMB when the peg can be changed at will? It's lower risk to just hold USD ... the problem of replacing the USD in all its roles is that no other issuer has a large enough economy and is willing to shoulder the risks and burdens of issuing a free-floating currency in sufficient size to meet global demands."--Charles Hugh Smith

Warren Buffett, The Sage of Omaha: “Whenever I hear people talk pessimistically about this country (U.S.), I think they’re out of their mind ... It has been 241 years since Thomas Jefferson wrote the Declaration of Independence ... Being short America has been a loser’s game. I predict to you it will continue to be a loser’s game.” Buffett said he expects the Dow Jones Industrial Average to be “over 1 million” in 100 years, up from Tuesday’s close of 22,370.80, given where the index was roughly a century ago.--Buffett speaking this week in New York.


5) ICYMI Tech News:

-- John Poole, Editor, Domain Mondo  

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2016-08-27

Corporate Brand Images, How to Design a Logo (video)

How to Design a Logo:

How to Design a Logo - Sagi Haviv, a partner at design firm Chermayeff & Geismar, shows Bloomberg's Businessweek the easy steps to designing a corporate brand image (Video originally published by Bloomberg.com, April 11, 2013).

More information:
  1. Brand Mark
  2. Word Mark
  3. Letter Mark
  4. Combo Mark
  5. Emblem



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2015-07-05

Professor Richard Thaler, Behavioral Economics, Rithotlz Interview (audio)



Professor Richard Thaler: Masters in Business (Audio) by Barry Ritholtz on Bloomberg View

Release date: 13 June 2015 | Subject: Behavioral Economics

Note the comments about auctions about 45 minutes or so in. Also "sunk cost bias" and "confirmation bias."

Professor Richard Thaler of University of Chicago Booth School, is known as the Father of Behavioral Investing. He began his career in academia as an economist asking the sort of questions that caused his advisors fits. He was fond of identifying where actual human behavior differed radically from homo economicus, the behavior of how economists theorized people behaved. Thus, a new field of economics was born.

Re: investing, economics, bias, psychology, behavior


2015-04-05

Howard Marks, Investing, The Most Important Thing (video)

Howard Marks | The Most Important Thing - "Origins and Inspirations" -
Howard Marks, Investing, The Most Important Thing (video above) - March 27, 2015

Warren Buffett said "When I see memos from Howard Marks in my mail, they're the first thing I open and read." Howard is the Co-Chairman of Oaktree Capital Management. He is known in the investment community for his "Oaktree memos" to clients which detail investment strategies and insight into the economy. He treats investing as equal parts psychology and finance, and his book The Most Important Thing provides "uncommon sense for the thoughtful investor."

Race to the Bottom memo (2007) (pdf)

oaktreecapital.com


2014-09-28

Jim Chanos on Investing: "True Alpha Is Hard To Come By"




"The Market Will Not Always See What You See"

Noise is "the cacophony of negative reinforcement"

Even domain name investors can pick up something from this Barry Ritholtz interview of James Chanos, the hedge fund manager of Kynikos Associates. They discuss portfolio management, short selling, psychology and behavioral finance, government reform, China and more. Masters In Business airs on Bloomberg Radio.

Business Insider India"Jim Chanos is a Wall Street stalwart, and founded his short-only firm Kynikos (Greek for 'cynic') back in 1980s. One of his more famous moves was shorting Enron, several months before its bankruptcy. He's recently been arguing that China's economy is overheated "due to its dependence on property development for growth." And on May 15, Chanos told CNBC that he would "no longer be long on the Macau casino." Macau happens to be the only place in China where casinos are legal, and revenues have been down in June (by 3.7%), July (by 3.6%), and August (a far worse 6%)"





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