Article archive
11 Apr 2013 Consumer microbiomics
...there is growing speculation that an obsession with cleanliness is leading to a steep rise in allergies, asthma and other inflammatory and autoimmune disease.
...there is growing speculation that an obsession with cleanliness is leading to a steep rise in allergies, asthma and other inflammatory and autoimmune disease.
11 Apr 2013 PC Shipments Post the Steepest Decline Ever in a Single Quarter
Worldwide PC shipments totalled 76.3 million units in the first quarter of 2013 (1Q13), down -13.9% compared to the same quarter in 2012 and worse than the forecast decline of -7.7%, according to the International Data Corporation (IDC). The extent of the year-on-year contraction marked the worst quarter since IDC began tracking the PC market quarterly in 1994. The results also marked the fourth consecutive quarter of year-on-year shipment declines.
Worldwide PC shipments totalled 76.3 million units in the first quarter of 2013 (1Q13), down -13.9% compared to the same quarter in 2012 and worse than the forecast decline of -7.7%, according to the International Data Corporation (IDC). The extent of the year-on-year contraction marked the worst quarter since IDC began tracking the PC market quarterly in 1994. The results also marked the fourth consecutive quarter of year-on-year shipment declines.
10 Apr 2013 Energy updates, including a new estimate that the US has a 110-year supply of natural gas
06 Apr 2013 Helium or Gravity? Valuing Common Stocks
General Re–New England Asset Management: April 2013 newsletter.
General Re–New England Asset Management: April 2013 newsletter.
05 Apr 2013 “Mr. Market Will Be More Manic Depressive”
Bob Robotti, President of Robotti & Company, speaks to Wall Street Week’s Jeff Salkin about his approach to value investing. Robotti sees the increase in passive-style investment funds leading to greater opportunity for stock pickers. He explains why he’s staying with multi-year positions in companies that supply the home building sector, and he discusses the opportunities created by accelerating domestic energy production.
Bob Robotti, President of Robotti & Company, speaks to Wall Street Week’s Jeff Salkin about his approach to value investing. Robotti sees the increase in passive-style investment funds leading to greater opportunity for stock pickers. He explains why he’s staying with multi-year positions in companies that supply the home building sector, and he discusses the opportunities created by accelerating domestic energy production.
04 Apr 2013 60-second primer on Bitcoin
The value of Bitcoins has been soaring of late, which is why some investors have been buying them up, betting that their price will keep rising.
The value of Bitcoins has been soaring of late, which is why some investors have been buying them up, betting that their price will keep rising.
Dataroma's opinion:
As the famous Einstein quote goes, “Two things are infinite, the universe and human stupidity, and I am not sure about the universe.”
As the famous Einstein quote goes, “Two things are infinite, the universe and human stupidity, and I am not sure about the universe.”
04 Apr 2013 Traditional PC Market Predicted to Decline 7.6 Percent as Change in Consumers' Behavior Drives Transition to Tablets and Ultramobiles
Worldwide PC, Tablet and Mobile Phone Combined Shipments to Reach 2.4 Billion Units in 2013.
Worldwide PC, Tablet and Mobile Phone Combined Shipments to Reach 2.4 Billion Units in 2013.
30 Mar 2013 Robert Shiller on WealthTrack
On this week's Consuelo Mack WealthTrack, why is renowned Yale economist, Robert Shiller, who predicted the bursting of the tech and housing bubbles, now calling the bond market "dangerous"? Financial Thought Leader and visionary Robert Shiller shares his views and advice on the stock, bond and housing markets.
On this week's Consuelo Mack WealthTrack, why is renowned Yale economist, Robert Shiller, who predicted the bursting of the tech and housing bubbles, now calling the bond market "dangerous"? Financial Thought Leader and visionary Robert Shiller shares his views and advice on the stock, bond and housing markets.
28 Mar 2013 Neuroscience, game theory, chimps
When two people are trying to make a deal -- whether they’re competing or cooperating -- what’s really going on inside their brains? Behavioral economist Colin Camerer shows research that reveals just how little we’re able to predict what others are thinking. And he presents an unexpected study that shows chimpanzees might just be better at it than we are.
When two people are trying to make a deal -- whether they’re competing or cooperating -- what’s really going on inside their brains? Behavioral economist Colin Camerer shows research that reveals just how little we’re able to predict what others are thinking. And he presents an unexpected study that shows chimpanzees might just be better at it than we are.
27 Mar 2013 Warren Buffett's 'Professor' Teaches 12 Steps To Financial Success
Dataroma's opinion:
Buffett would likely disagree with principle no. 10, "take risks".
Buffett would likely disagree with principle no. 10, "take risks".
27 Mar 2013 Worldwide Smart Connected Device Market Crossed 1 Billion Shipments in 2012
According to the International Data Corporation (IDC) Smart Connected Device Tracker, worldwide shipments of smart connected devices grew 29.1% year over year in 2012, crossing 1 billion units shipped with a value of $576.9 billion. The market expansion was largely driven by 78.4% year-over-year growth in tablet shipments, which surpassed 128 million in 2012.
According to the International Data Corporation (IDC) Smart Connected Device Tracker, worldwide shipments of smart connected devices grew 29.1% year over year in 2012, crossing 1 billion units shipped with a value of $576.9 billion. The market expansion was largely driven by 78.4% year-over-year growth in tablet shipments, which surpassed 128 million in 2012.
27 Mar 2013 Bad News for Pessimists Everywhere: Malthus Was Wrong
Since 1871, the Economist industrial commodity-price index has sunk to roughly half its value in real terms, seeing average annual compound growth of -0.5% per year over the ensuing 140 years.
Since 1871, the Economist industrial commodity-price index has sunk to roughly half its value in real terms, seeing average annual compound growth of -0.5% per year over the ensuing 140 years.
26 Mar 2013 OT - One very dry demo
Mark Shaw demos Ultra-Ever Dry, a liquid-repellent coating that acts as an astonishingly powerful shield against water and water-based materials. At the nano level, the spray covers a surface with an umbrella of air so that water bounces right off.
Mark Shaw demos Ultra-Ever Dry, a liquid-repellent coating that acts as an astonishingly powerful shield against water and water-based materials. At the nano level, the spray covers a surface with an umbrella of air so that water bounces right off.
25 Mar 2013 Southeastern and Oakmark comment on the Dell bid
Bill Nygren, co-manager of the Oakmark Fund, added, "Given the wide range of estimated values for Dell shares, if all else is nearly equal, we believe a proposal is superior if it allows investors who want to remain invested in Dell the opportunity to do so."
Bill Nygren, co-manager of the Oakmark Fund, added, "Given the wide range of estimated values for Dell shares, if all else is nearly equal, we believe a proposal is superior if it allows investors who want to remain invested in Dell the opportunity to do so."