David recently had the chance to sit with Dr. Mohamed A. El-Erian, the chief economic advisor to Allianz (ALV.DE), the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. El-Erian chairs President Obama’s Global Development Council and is a columnist for Bloomberg View and a contributing editor at the Financial
Category Archives: Articles and Publications
Read more about David’s thoughts in his Investopedia article: Apple Will ‘Loop Us In’ on a New, Tiny iPhone Monday (AAPL)
Tech – Innovation By MSFT Offers Path To Expanding Datacenter Capacity With Low Operating Cost & Minimal Carbon Footprint: While investors may be distracted by the ongoing stock market turbulence, there is a positive development of long-term significance from MSFT with significant implication for increasing data center capacity at substantially lower investment and operating cost
Yesterday David joined Kathleen Hays and Pimm Fox on Bloomberg Radio’s Taking Stock’s special extended market coverage (you can listen to the segment above). It was a good discussion. Further reading on how “Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future” can be found in this NY Times article by Farhad Manjoo. Header Photo
While TWTR’s turnaround most certainly requires greater clarity as to who will be its dedicated CEO (Jack Dorsey as CEO at both Twitter and Square is untenable, even though he is a TWTR co-founder), the challenges TWTR confronts were longer term in the making and there are distinct risks that current changes in technology may
GVA Research had the pleasure of being interviewed on the Sweeney and Malone show, with Mike McDonald standing in for Steve Sweeney. It was a lively conversation about mobile technology in developing countries, the outlook for Apple, and a new and exciting startup coming out of the Boston area called Shuffle. (See GVA Research’s deck on
Overview: 3rd UNESCO Conference on Technologies for Development Innovative technologies have a central role to play in the effort to alleviate poverty in this world. Innovative technology also means appropriate technology in the sense that the stakeholders must accept it locally, culturally, environmentally and economically. What key factors will determine whether or not a technology succeeds
The technology sector is showing some weakness today with the Nasdaq index off -1.3% and the main sector ETF (XLK, $42.92) down -1.6%. The pull-back is led by First Solar (FSLR, $51.45, -6.6%), Acxiom (ACXM, $16.09, -5.4%) and Cirrus Logic ($36.05, -5.5%). These stocks are mid-cap names with market capitalizations in the $1-5bn range, not
Recently an article was published about the Ritual of Lean. This got me thinking about how startups, on their journey from idea to funding to hopefully scale, how the all buzzwords, rituals, and competition (or perceived competition among startups as a sector) all contribute to the loss of innocence for any startup. I was the
Above Photo Credit: Flickr This post was originally published by Tammy Kahn Fennell in her Huffington Post column. As entrepreneurs we all swing for the fences, and sometimes we hit a grand slam, sometimes it’s a single or a double, and sometimes, we strike out. In fact, the only guarantee is that there is none. You
