Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans
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Europe

Urban legend: Apple’s market dominance

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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The Beginning of a New Era (GPF)

GeoPolitical Futures title: The Beginning of a New Era By: George Friedman Date: 3 May 2022 “A week ago, I wrote a piece on the stages of history, pointing out systemic shifts that have taken place for more than 200 years. In the last century, these shifts took place roughly 30-40 years apart with the last occurring in 1991, or about 30 years ago. That year,...

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US interest goes up, others go down

Early 2022, China urged the West not to raise interest levels as countries (read: China) were still recovering from Covid-19 (eg, Barron's, CNN). Since March, the Fed has warned markets that it may raise US interest by even 0.5%. The impact is clear: money is fleeing China. Euro, Pound and Yen are near historic lows. The Fed does not have much choice as inflation in...

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The World and a Small War (GPF)

GeoPolitical Futures title: The World and a Small War By: George Friedman Date: 19 April 2022 "No war is small when you are living in it, but the world is large, and large wars are rare. At the same time, wars reverberate in unexpected ways. A small war here might make another war elsewhere deadlier, or it might help prevent a war elsewhere. No war can be understood...

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Time For Putin’s Hail Mary Pass (GPF)

GeoPolitical Futures title: Time For Putin’s Hail Mary PassBy: George Friedman Date: 12 April 2022 “Alexander Dvornikov isn’t exactly a household name, but it could be soon. He’s the Russian general President Vladimir Putin has put in charge of the war in Ukraine after what can generously be described as a disappointing start for Moscow. Dvornikov is credited with...

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New: a proxy World War

I never thought that I would be writing this blog. I'm still hesitating. Once it's published then I will have made my final decision. I'm hesitant because of the big words that I'm using (ie, a proxy World War). It's the only way that I can classify what's going on in Ukraine. This is no longer a regional war. Let me start by explaining my choice of words: a proxy...

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