Wednesday, October 26, 2011

Daily Disruptions

Today's Daily Disruptions

Monday, October 24, 2011

How Does This Affect The Cloud Computing Space?

Could this impact cloud computing?

Once content is uploaded to the cloud (by choice or default), who owns the content? You store your belongings in a physical storage locker and maintain ownership but what about online storage?

Can Big Brother search your content at will without a warrant?

If a server is in another country, could it be searched? Could this force off-shore storage?  Would you store your content with a company in a country that doesnt have an extradition policy with US?

Knowing that your content could be searched, will that impact how and where you store your content?

The government admits that if it wants to seize photos on your hard drive, it needs a warrant from a judge. And if it wants to intercept your e-mail en route, well, it needs a warrant for that, too. But once the data comes to rest on the Internet’s servers, the government claims you’ve lost your privacy rights in it. Same data, different rules. 

the Fourth Amendment's warrant requirement does not apply to data stored online. (Source)

Patents The New Raw Material

From Seattle Times Patents are new business strategy

they're visible signs that technology companies' patent practices have evolved from using them to defend their own inventions to deploying them as a significant part of competitive strategies

A trend I discuss in the book, How To Find Big Stocks, is "IP The New Raw Material", A Big Stock has to have a competitive advantage, that could be intellectual property.

(excerpt from the book)
The new “manufacturing” is digital. Information and software are representing a larger percentage of our G.D.P. than physical goods. With the click of a mouse,
a new good can be created and shipped. The Internet is the new manufacturing and distribution system. 

I have a comprehensive list of stocks with key patents title Patent Play Stocks. 

Several on the list are making new highs and becoming big stocks like Genetic Technologies (GENE), Mako Surgical (MAKO), Mitek Systems (MITK), Nuance Systems (NUAN).   

How I turned 10k into 2.8m and you can to.

Friday, October 21, 2011

Oh How Times Have Changed

Today CNBC reports that the "Misery Index" rises to highest levels since 1983.

Apparently misery is defined by having to wait in line to get the latest Apple iPhone, not a loaf of bread.

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Thursday, October 20, 2011

Are Bluetooth's Days Numbered Or Could This Solve A Huge Problem Coming For Carriers?

From BusinessWeek Wifi Direct To Threaten BlueTooth

On Oct. 25, industry association Wi-Fi Alliance began certifying consumer electronic gadgets that can connect directly to other Wi-Fi devices.

How this might work: Your Wi-Fi Direct device will signal to other devices in the area that it can make a connection. You can view available devices and ask them to connect, or you might receive an invitation to connect to another Wi-Fi Direct device.

It also threatens another industry. It creates a different, more ubiquitous network, and  allows the next big thing for mobile communications to finally happen.

The limited distance that data can be transferred and the slow speeds using Bluetooth are no match for WiFi data transfer speeds and distance.

NUAN, MITK, MAKO are the latest winners found using the tool in this book.

Wednesday, October 19, 2011

Follow Google To Find Next Investing Boom

Google is providing more proof where I think the next investing boom will be in How To Find Big Stocks

 The Next Investing Boom

Google invests in DNA sequencing research.

Google invests in $100B in genomic computing market with investment in DNAnexus

Google funds 23andMe

Google Inc. Ventures partner Krishna Yeshwant said, “At Google Inc. Ventures, we’re passionate about tackling the world’s most challenging and important problems

This is a wave YOU DO NOT WANT TO MISS.

This wave is starting to break that is projected to be even bigger than the Internet, which created fortunes for many!
This wave WILL:
1. Transformationally change the world;
2. Produce hundreds of new millionaires along the way; and
3. Create billion-dollar market-cap companies.

I consider this wave the biggest “problem solver” ever that will affect every person in the world, rich or poor. It will create and destroy multi-billion dollar companies.

It will have a drastic impact on another wave soon to break. This offers an opportune moment for the astute investor.

The tool that turned $10,000 into $2,800,000 in 2 years.

Tuesday, October 18, 2011

Kyle Bass What This Country Needs To Do......And Fast

 He founded hedge fund Hayman Capital in Dallas, Texas, in 2006 in his late 30s after saving $10million from selling bonds for Wall Street firms. He then made made millions betting against the sub-prime mortgage bond market (SourceDailyMail)

Here's fantastic interview where he explains what macro economic events are set to occur.

A couple quotes that made me go "wow".

In the last 10 years 100% of the private sector jobs created came from the U.S. Government (healthcare, defense and education).

For every dollar infused into the US economy by the government, only an increase of .07 is added to our G.D.P.

The duration of unemployment is at an all time high. 99 week unemployment benefits provide little incentive to get a job.

He also outlines what needs to be done to turn the US economy around. If it doesnt happen in the next 3-4 years, things could get pretty ugly.

The bottom line, the US needs to reduce its debt and it will require a little pain to get it done.

The interview.

What do MITK, MAKO, NUAN all have in common (besides trading at new highs) they were spotted using the tool in this book.

Groupon Is Officially Toast

 Once valued at $30B, Groupon's IPO is struggling to be valued at $10B.

How did it get so bad?

My prediction is coming true: Groupon will not only the fastest company to generate $1b in revenues, but also to hit $1b in sales and go bankrupt.
1. There is NO barrier to entry
2. The business model just doesnt work in the long run
3. The companies that already have access to millions of online users and touch them every day (Facebook, Google, Amazon) waited to see what works.

I think everyone knew Groupon and the group buying space was in a bubble, nobody wanted to admit it though.

FaceBook and Twitter were showing nutty revenue growth and Wall Street wanted ANYTHING Internet 2.0ish to bring to market.

Andrew Sorkin discussses the "Red Flags Missed at Groupon"

Here's a beauty:
And Groupon’s filing shows that when the company privately raised $950 million in a pre-I.P.O. round in January, it paid out $810 million of that to its investors and employees, a red flag for any investor. (Mr. Lefkofsky and his wife took home about $319 million of the total.)(check please!)

Perhaps the Occupy Wall St. people should take a look at this:  The cynical reason that the banks stood by Groupon and its accounting shenanigans is most likely the expected fees from the offering.

Even if Groupon’s I.P.O. values the company at $10 billion instead of $30 billion, the banks will probably walk away with hundreds of millions of dollars.

 What happens next?

Perhaps Groupon will generate revenue from licensing their IP, but Tippr seems to be taking a stand against that. Then there's pesky mobile application issue. What happens when consumers want real time group buying specials delivered to their mobile based on their location? Groupon and ALL of the group buying players might have a problem with that from these guys. Don't know if it makes a difference yet, but one of the most successful licensing powerhouses in the world agreed to manage their IP portfolio.

 Group buying is just a commodity like business but that doesnt mean it can't be profitable. But to make money with it, you need to be different than the rest.
Here's how to make a group buying campaign work

The tool that turned $10,000 into $2,800,000 in 2 years.

Monday, October 17, 2011

This book spotted MITK's disruptive technology under $1 a share.

The tool in the book How To Find Big Stocks,  spotted Mitek Systems (MITK) around $1 when they announced their disruptive "remote deposit capture technology".  In less than a year a $10,000 investment in MITK is now worth over $110,000.

The "paperless age society" is a trend highlighted in the book too.

 This technology enables a person to take a picture (with smart phone) of a check (business and personal) and deposit to their bank account. No more trips to the bank.

The patent-pending system will support the payments industry  (Source Alpha)  They are also listed in our Patent Play Stocks too.

There are three major waves or trends starting to break. There is one that will create more millionaires than the Internet did. Want to know what it is?

Want to spot break though technologies and investing waves, the book How To Find Big Stocks shows you how.

$5 for the tool that turned $10k into $2.8m in 2 years.

Want to find the next big winner?

Friday, October 14, 2011

Here's How To Save The U.S. Economy

Put an Apple logo on all goods sold in U.S.

It would be nice to hear consumers say they "need" to buy a new car etc.

Even better, turn all retail stores in Apple Stores.

Imagine lines forming outside of WalMart before store opens....more than twice a year.

The tool that turned $10,000 into $2,800,000 in 2 years.

Wednesday, October 12, 2011

10 Really Cool Next Generation Technologies


Here are 10 devices that will have you climbing walls like Spiderman or painlessly taking a bullet like Batman

From BusinessInsider 10 Next Generation Technologies

$10k turned into $2.8m

Saturday, October 08, 2011

Occupy Wall Street Is More Like Vacant Brain Matter

The catalyst for this misguided movement was Bank of America implementing a new $5 fee to use their debit card. Rather that do some due diligence, they decided to put the blame on Wall Street. They are blaming the wrong institution.

"Wall Street didn’t write these failed economic policies -- the White House did" (Source CNS News)

If these clowns, yes I call them clowns because of their 13 idiotic demands prove it.

The Bank of America fees were lifted in response to a new Democratic-sponsored law that reduces the amount banks can charge retailers when shoppers use debit cards. (Source FT)

Don't want to pay the fee, use another bank. Nobody is forcing you to use them.

 Stop blaming others for your problems. The banks didnt force you get a mortgage on an inflated price home.
How much do you pay in ATM fees? If you use them for you online banking, do you think BofA doesnt have to pay for these secure transactions?

Why not protest PayPal, eBay too? They charge you for conducting online commerce. Nothing in life is free.

Lost your job with BofA? Well they didnt force you to work there. If your job is controlled by some other entity, you're just a commodity. Learn a new skill and increase your value to society.

The official unemployment rate released by the Department of Labor for September was 9.1 percent. At the height of the Great Depression of the 1930s the number stood at about 25 percent. You think this is a Depression? People in the Depression waited hours in line for a loaf of bread. I'm pretty sure they weren't tweeting on their iPhone or posting to Facebook with their iPad.

I have a hard time feeling sorry for you if you have an Internet connection.

The people who have really “made it”  did it by working long, hard hours, by reading and studying everything they could get their hands on, by having the drive and ambition it takes to succeed. There's a fantastic college that is open everyday, has the smartest teachers for any subject/trade, and it's FREE, use it.

When I see these protesters blame others (and the wrong institution) for their misery, I see a sad trend developing in the country.
  We have transformed from a "I built", "I created" to a "I deserve" society.

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Friday, October 07, 2011

Occupy Wall Street Is A Sad Commentary For The Trend Developing In The United States

 Blaming others for your problems never solves anything.

It is aggravating to see these "Occupy Wall St" individuals (also called imbeciles) protest an institution that has done (and does) more for this economy than the institution they are supporting. They place the blame on their "misfortunes" on someone else instead of where the blame should really be.

Someone should tell these misinformed individuals that small businesses have generated 64% of all jobs in the last 15 years in the U.S.

Represent 99.7 percent of all employer firms.

They need to realize that banks are not making small business loans, the only place for funding right now is in Lower Manhattan and what do you want to do, impede that?

They call it an "American Revolution". Really? Is that what America is all about? "I deserve", "you owe me"

Here is the list of Occupy Wall Street's 13 demands (ironic it's 13). They left out one demand that's essential for this, an endless supply of money tree seeds. Their thinking is that the government has an endless supply of money and that these demands are owed to them.

Think these guys aren't a little nutty? Here's one demand "Demand eleven: Immediate across the board debt forgiveness for all".

Yes, there were individuals that took advantage of the system, not just on Wall Street, but in almost EVERY industry during the boom. So these people want to choke the only source of funding we have in the US?

Do these people realize that they threaten the jobs of people not making millions on Wall St?

If you want to blame someone for not having a job, blame yourself. If you have the energy and time to spend protesting, you have the time to create a job. I didnt say find, but CREATE a job.

Cain is right. "Don't blame Wall Street," Cain said. "Don't blame the big banks. If you don't have a job and you're not rich, blame yourself." (source CNN) This guy overcame far greater obstacles than these protesters.

There's a huge resource available for everyone to get re-educated. If you have the time to tweet or post on Facebook, you have the time to learn a new skill. There are umpteen sites out there that teach you ways to make money using the Net. None of them suggest wasting your time with online games or social media.

The Internet affords anyone to learn a new skill. The biggest library in the world is open 24/7 and it's free. Take advantage of it by educating yourself, instead of blaming someone else for your situation.

As MJ Demarco calls this the Law of Victims. "everyone has a solution to their problems but them. And their problems? Not their fault. Nope someone else is to blame. Instead of looking within, they look outward and project responsibility to some other entity.

If you want to earn a salary, or generate income, "raise your value to society"

It's disturbing to see members of Congress actually encouraging this behavior.  I guess these individuals dont mind other outrageously overpaid millionaires joining their movement.

When you rely on others for your happiness and fortunes, you are in big trouble.

The tool that turned $10,000 into $2,800,000 in 2 years.

Should This Be The New Apple Logo?

Should this be the new Apple Logo? or at least for one year?

Yes or No?

How to spot trends and breakthrough technologies.

How Many Jobs Could Be Created WIth $528 Million?

 Just pondering.

I'm wondering how many small businesses and jobs could be created with $528m if the AmeriCAN (Capitalism America Needs) program was in place?

The tool that turned $10,000 into $2,800,000 in 2 years.

Thursday, October 06, 2011

The $35 Tablet Threatens Several Industry Players

What would happen if a $35 tablet was introduced in the US?

Here's official proof that the PC/laptop is a commodity and that the players that provide the components inside should start looking at other businesses.

India announces $35 tablet for rural poor.

the Aakash has a color screen and provides word processing, Web browsing and video conferencing. The Android 2.2-based device has two USB ports and 256 megabytes of RAM.

All the computing will soon take place on the cloud. The PC is essentially "dumb".

The tool that turned $10,000 into $2,800,000 in 2 years.

Another Tell For The Next Investing Boom

Just another sign that we are starting to see The Next Investing Boom emerge. 

Establishing the infrastructure to support personalized medicine, creating a quick development pathway for therapies and improving the medical-device review process are among the major actions the Food and Drug Administration outlined in a new report released Wednesday designed to spur innovation.

The report was released on the same day the journal Health Affairs and the Center for the Study of the Presidency and Congress sponsored a briefing on Capitol Hill about personalized medicine, which tailors medical treatment to the individual characteristics of each patient. (source Modern Healthcare)

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The Millionaire Tax...Why They Just Don't Get It

Struggling to deliver the big jobs package proposed by President Barack Obama, Senate Democrats are using the issue to force Republican senators to vote on tax increases for millionaires, picking up on a White House theme that the nation's wealthiest Americans aren't paying their fair share. (Source ABC News)

They just dont get it. They must not have taken Economics 101 in school.

What is considered "fair share"? The key word in this paragraph is "paying". They are paying. They are contributing.

These politicians fail to recognize that these millionaires are responsible for a lot of jobs AND creating new jobs. They create jobs that actually are productive for their business versus the artificial, temporary, basically welfare with a title, jobs created from the Stimulus packages.

This logic goes against every rule in Economics 101. I would love to see the stat that would show how many jobs would be lost versus how much tax revenue created. The government has proven it cant run a business profitably and any jobs it creates aren't productive...just human subsidies.

That is why a civil rights attorney should never have been chosen to run the biggest corporation in the world.

 Chances are these millionaires took risks to build their business. How do you reward them, by increasing their taxes? Keep in mind these millionaires are also generating tax revenue. They are actually giving (generating tax revenue), not taking. The problem in this country is we have too many takers, not enough givers. The government rewards and takes care of the takers, and penalizes the givers.

Here's a HUGE wakeup call. There is a MAJOR TREND starting to develop. The number of givers is starting to decrease big time and the number of takers is starting to increase big time. Even the WSJ recognizes it.

I'll explain it to those politicians that don't get it. The number of people that will generate tax revenue is starting to decline rapidly. The number of people that will require assistance from the government is increasing rapidly.

There are 2 major problems that need to be resolved before this economy gets traction:

1. there needs to be a job creating program put in place.

a. I have an easy solution for that I call AmeriCAN (capitalism America needs)

2. the housing market problem needs to be resolved.

a. determine the REAL number of homes that are for sale (foreclosures and the ones bank own but not publicly stated). Banks cant determine assessed value if they dont know what the true supply is.

b. force banks to take risks by lending. There is no incentive for banks to lend when they can get a guaranteed 2-3% on their money. Have you noticed the ONLY construction in this country are new banks? Ironic that they are also holding a ton of unwanted property.

With interest rates so low, homeowners USUALLY refinance their mortgage at lower rate which gives them a few hundred/thousand extra a month for living or paying off credit card. This is the cycle that kickstarts every new economy cycle. Banks and their unwillingness to lend is stalling this recovery. They are unwilling to lend because they are getting a guarantee on their money from the US Govt and they have no way of determining a homes value.

Mr. Obama here is how America creates new jobs (job creation solution).

America is loaded with creative, hard working people. Give them free fishing poles.

The tool that turned $10,000 into $2,800,000 in 2 years.

Wednesday, October 05, 2011

Microsoft Yahoo Acquisition Makes No Sense...Here's What They Should Do Instead

Microsoft is looking at Yahoo again?...really?

Just because Yahoo is approximately $25B cheaper than when Microsoft first looked at it, doesnt make it a better investment. Let the Chinese have it.

Microsoft is a company still stuck in the 90's and has made poor acquisitions ever since.

The computing space has changed and Mister Softee has failed to realize, or adapt to it.

Their search engine Bing is losing $1B per quarter.

The next generation Net devices have their operating system in the cloud, not on the device. Bye bye Windows.

Android and iOS own the mobile space too.

Office is on its way out too. Google put that technology on the cloud years ago.

The only thing saving Microsoft is their huge bankroll earned from their "old" business.

As CNN states "A company that once symbolized the future is now living in the past"

There are many companies they should be looking to acquire, Yahoo ain't one of them.

There's an industry that is going to require massive computing power. It will require a bunch of new software programs. Intel, Google, AOL, have not spent a dime on it.

 Do you know where they should be spending their money?

Here's your chance to reinvent yourself Microsoft. Don't become another Kodak.

The tool that turned $10,000 into $2,800,000 in 2 years.

Tuesday, October 04, 2011

WiFi Patent Troll Threatens To Sue Anyone Using WiFi

I'm going on record and saying this patent and lawsuit will pave the way for future intellectual property suits.

Ok I'm all for capitalizing on upcoming trends but this is ridiculous. I also believe less government intervention is a good thing too, but in this case I think it is warranted.

Do you realize the economic impact this suit could have on our economy?

Who is infringing, the equipment manufacturers, the service providers, the hotspot owners, the end users?

I am waiting for the owner of the patent for TV viewing for more than the owner of the TV to show up next.

 Have the government step in and resolve this before it gets out of hand.

Any patent that threatens the US economy and could stifle innovation, I think needs to be reviewed and modified by US Patent Office.

From TechDirt WiFi patent troll says wont sue individuals "at this stage"

a patent troll that recently acquired a portfolio of patents that its lawyers (what, you think there are any employees?) appear to believe cover pretty much any WiFi implementation. They've been suing coffee shops, grocery stores, restaurants and hotels first -- including Caribou Coffee, Cosi, Panera Bread Co, certain Marriotts, Best Westerns, Comfort Inns and more

the small businesses who own individual hotels and probably have no idea how to deal with a patent infringement lawsuit -- all because they dared to offer WiFi somewhere in their hotels. To make it "easy" of course, Innovatio's lawyers will let them settle for between $2,300 and $5,000. In almost every case, that's going to be cheaper than hiring a lawyer to just get started dealing with this -- which I'm sure is exactly what Innovatio intends. 

How would you handle this?

The tool that turned $10,000 into $2,800,000 in 2 years.

Monday, October 03, 2011

Is This How We Solve The Obesity Problem?

 I  have never been a believer in increased taxes as a way to generate additional revenue, but adding a tax on certain products might deter unhealthy behavior.

Tax on butter goods.

At some point unhealthy products need to be held accountable for the medical costs they incur.

While we are at it, lets' increase the tax on cigarettes too.

I don't buy the argument that nicotine is so addictive that people can't change their behavior.

The tool that turned $10,000 into $2,800,000 in 2 years.

Could This Pop The Rare Earth Metal Markets Bubble?

Does This Kill The Groupon IPO?

 This should be the final nail in the coffin for Groupon's IPO.

How The US Postal Service Can Reinvent Themselves

Name one US Government run business that generates a profit?  That might take a while.
 The US Postal Service is a prime example why the government should not be in charge of any type of  business. It represents ANOTHER government funded/run business that cant generate a profit. If the Us Govt was a "real" business, it would have filed Ch 7 a long time ago.

Here are the scary stats:

 It has 574,000 employees, making it the nation’s second-largest civilian employer, after Wal-Mart. The service runs 215,625 vehicles, the world’s largest civilian fleet. Those vehicles traverse 1.25 billion miles annually and consume 399 million gallons of fuel. Its carriers serve 151 million homes, businesses and post office boxes.(source NY Times)

Here's how it could reinvent itself:

For 6 days a week, it comes in contact with just about every person in the US. Every person in the US has given the US Postal Service "permission" to place mail and 3rd party advertising in their mailbox. Outside of your email provider and Facebook, what other company "touches you" every day?

There is no spam folder in your mailbox. You look at every piece of mail you receive. Over 150 million "email addresses" that will look at an ad. Surely there's a way to take advantage of that.

There are over 200,000 vehicles that could be used for other purposes on the daily route. Why couldn't Google pay the US Govt to put their Google Earth cameras on top of each car?

Here's another idea. Why couldnt a service provider attach an antenna to each truck for some kind of WiFi service offering. Use the govt vehicles to test new broadband services, or webcam ideas?

There are numerous post office locations that could provide other services than just stamps, packaging etc. Why doesn't the government take advantage of this real estate? What other services would you use in combination with your mailing business?

Yes the Internet has reduced the amount of mail volume. However, the US Postal Service still comes in contact with a majority of the US population every day in some form (mail box, trucks, post office).

There is a huge opportunity here if the US Government would be a little creative. It has to stop thinking like a government agency and start thinking more like a business. If it was run like a business and was worried about generating a profit, I am sure the powers to be would find additional ways to generate a profit..and I dont mean by just raising stamp prices.

The US Govt is sitting on some very valuable assets, but it takes creativity to monetize them.

What would you do?

The tool that turned $10,000 into $2,800,000 in 2 years.

Could Gaming Community Be Solution To Personalized Medicine?

 This comes under the category of "Great Idea!".

Using the massive gaming community to decipher proteins. Why not tap into this creativity to solve more pressing problems than Mario finding the magic muffin.

What has taken 15 years, gamers did it in 10 days.

Gamers were able to decipher a protein called “retroviral protease”. The protease is one of the key proteins that allows HIV to multiply and replicate itself in living cells. Using FoldIt, gamers were able to identify the structure of the protein — within a matter of 10 days.

This comes right after another blockbuster announcement in medicine.
Full story from TechCrunch

 Ok entrepreneurs, start creating other games to solve more.

Can you see why this is the Next Investing Boom?

The tool that turned $10,000 into $2,800,000 in 2 years.

Sunday, October 02, 2011

Amazon's Silk...The First Cloud Computing Browser And A Big Threat To Google?

When Amazon announced the launch of the Kindle Fire, probably the biggest story was the introduction of Silk, the browser on it.

In addition to being a much faster way to surf, the Silk browser and Amazon will be creating a huge database of surf habits/history. A threat to Google's advertising business?

A typical web page requires 80 files served from 13 different domains. This takes a regular browser hundreds of round trips, and adds seconds to page load times.

When you use Silk, without thinking about it or doing anything explicit, you’re calling on the computing speed and power of the Amazon Web Services cloud (AWS).

A typical web request begins with resolving the domain names associated with the server and establishing a TCP connection to issue the http request. Establishing TCP connections for each request consumes time and resources that slow down traditional browsers. Silk keeps a persistent connection open to the backend server on the AWS cloud so that there is always a connection at the ready to start loading the next page.

In addition, the Silk backend server keeps persistent connections open to the top sites on the web. This approach further reduces latency that would otherwise result from constantly establishing connections. Further, the connection between Silk and the backend infrastructure uses a pipelined, multiplexing protocol that can send all the content over a single connection.

Should Google be concerned?

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