Investing Watch: Crossing Wall Street has a cool chart comparing how equity sectors during periods with different yield curve shapes. For 2008, the yield curve is starting at a 10-year minue 3-month spread of 1%, with a steepening trend, maybe towards 2%. What to invest in if the curve moves from 1% to 2% steepness: Health Care, Staples, Tech and Energy. Makes sense, classic late-cycle and heading into recession sectors. If the spread stays at 1%, drop tech for utilities.
Month: January 2008
ZD Net – 8 reasons Software as a Service will surge in 2008
Technology Watch: The SaaS train rolls on.
The Fed will Act
Economy Watch: TCS says that Ben Bernanke, as a student of the Depression, will act aggressively to prevent the credit crunch from turning into a serious downturn. The trillion dollar question is whether it will work…
Plaxo for Sale
Technology Watch: Plaxo is for sale. I think they should merge with LinkedIn to create the ultimate business-related social networking service.
Convergence Rolls On…LG-Netflix Device
Technology Watch: Netflix and LG have partnered to develop devices that will download movies directly from the Internet to TV. Adds to the Amazon Unbox service/player that is compatible with TiVo and Media Center PCs.
The Dynamist 