12 Sep, 2022
Early 2016, I published part 1 and part 2 of this blog. I'm surprised that the Chinese implosion is nearer than I had expected. Usually, such a development takes decades. I suppose China's swift transformation from pragmatism to ideology is accountable and responsible for the acceleration of its implosion. The reasons for my current expectation are as follows:...
6 Aug, 2022
Axios Markets title: Big Tech hit by dollar's strength By: Matt Phillips and Emily Peck Date: 1 August 2022 "Big technology companies are reaping the whirlwind of a strong dollar, as the sector becomes an unlikely victim of foreign exchange volatility, Axios' Javier E. David writes. Why it matters: In normal times, car companies and other multinationals...
26 Jul, 2022
Early June 2022, I published my blog Media = virus, which was still mostly about Covid-19. For two years, the media played played a very divisive role in society. Governments adopting a macro view were criticized (eg, Sweden). Every government attempt to moderate restrictions was ridiculed. Cartoon by Garrick Tremain (eg, source) The media has learned from this but...
17 Jul, 2022
Financial Times title: An iPhone on wheels: the existential challenge for carmakers FT subtitle: The spread of Apple’s CarPlay system is a threat to the auto industry By: Peter Campbell Date: 13 July 2022 "To sound smart, some car manufacturing executives have defaulted to calling their product “an iPhone on wheels”. The phrase helps investors conjure up images of...
30 May, 2022
My question above might be rhetorical. Several articles (eg, WSJ) highlight that foreign investors are fleeing China due to (1) its zero-Covid policy, including factory lockdowns, (2) its transition from pragmatism to ideology, (3) its saber-rattling on Taiwan, and (4) its support for the Russian invasion of Ukraine. A recent Dutch FT article still argued that...
12 May, 2022
The European Commission and others are complaining about Apple's market dominance (eg, WSJ). They must be joking. Google (eg, Android) has a c.70% market share for smartphone software, while Apple has only c.25%. Samsung is the dominant hardware supplier using Android software (eg. Statista). People buy Apple products despite its higher prices. Apple's closed...
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