Cloud Computing
Cloud Computing is the most transformational evolution of technology since the introduction of the PC. However, the term cloud computing is so broad that many minor technology developments are being lumped into the description.
When viewed in the proper perspective, the cloud computing model of information technology has the potential to completely alter the technology landscape, in much the same way that the PC upset the existing order of technology twenty years ago.
Cloud Computing is the most transformational evolution of technology since the introduction of the PC. However, the term cloud computing is so broad that many minor technology developments are being lumped into the description.
When viewed in the proper perspective, the cloud computing model of information technology has the potential to completely alter the technology landscape, in much the same way that the PC upset the existing order of technology twenty years ago.
Last Update: 21-May-12
- Microsoft -- Is It Still the Atlas of Technology? Part I.
Commodities – A Structural Imbalance
Rising commodity demand driven by the industrialization and urbanization of developing markets, coupled with inhibited supply growth, have been the foundations of a commodity super cycle that began at the turn of the 21st century.
But it's the spending power shift from the rich to the developing nations that will be the enduring force of the super cycle.
Rising commodity demand driven by the industrialization and urbanization of developing markets, coupled with inhibited supply growth, have been the foundations of a commodity super cycle that began at the turn of the 21st century.
But it's the spending power shift from the rich to the developing nations that will be the enduring force of the super cycle.
Last Update: 02-May-12
- U.S. Energy Outlook: Crude Oil, Natural Gas and Coal
Seeking Yield
As market parameters change, it is necessary to discriminate between reactions that create unusual opportunities and moves that are justified by fundamentals.
"Seeking Yield" is geared toward assisting professional investors to stay ahead of those shifts in demand and to unearth reallocation opportunities before they become commonplace.
As market parameters change, it is necessary to discriminate between reactions that create unusual opportunities and moves that are justified by fundamentals.
"Seeking Yield" is geared toward assisting professional investors to stay ahead of those shifts in demand and to unearth reallocation opportunities before they become commonplace.
Last Update: 18-May-12
- Seeking Yield: Groundhog Day
The Changing Consumer
Just as economies evolve, so do consumers. This evolutionary process stems from a multitude of reasons that vary in influence and impact across the globe: economic; political; ideological; technological; societal; and cultural.In advanced economies, that process is reaching a maturing stage as populations age and consumption growth slows. In developing economies, consumption is on the rise as a transition to policies geared toward driving growth through domestic demand has resulted in an increase in per capita income and the broadening of the middle class.
Just as economies evolve, so do consumers. This evolutionary process stems from a multitude of reasons that vary in influence and impact across the globe: economic; political; ideological; technological; societal; and cultural.In advanced economies, that process is reaching a maturing stage as populations age and consumption growth slows. In developing economies, consumption is on the rise as a transition to policies geared toward driving growth through domestic demand has resulted in an increase in per capita income and the broadening of the middle class.
Last Update: 20-Apr-12
- Brazil -- An Easing Cycle, a Credit Story... and Added Risk
Unconventional Wisdom
When events unfold to challenge conventional wisdom, opinions can change in a hurry along with the investment landscape.
The aim of "Unconventional Wisdom" is to consider the alternative view to conventional wisdom and to explore potential investment ramifications if, or when, conventional wisdom shifts.
When events unfold to challenge conventional wisdom, opinions can change in a hurry along with the investment landscape.
The aim of "Unconventional Wisdom" is to consider the alternative view to conventional wisdom and to explore potential investment ramifications if, or when, conventional wisdom shifts.
Last Update: 26-Apr-12
- Unconventional Wisdom: How Long Can the Twist-a-thon Last?
