Tuesday, 16 November 2010

Second Leg Of A Global Bankruptcy


As much as Euro project is dead, there are another cracks in the global financial meltdown that started in 3rd quarter of 2008.

Bloomberg, the leading financial news provider, gets it right and in a plain language:

There will be a lot of grand rhetoric about the importance of the European project. Stern condemnations of the speculators will ring out across the continent.

Don’t listen to a word of it. The euro has turned into a bankruptcy machine. Once the markets have finished with Ireland, they will simply move on to Portugal and Spain, and after that to Italy and France.

There is a domino effect at work, and, with each rescue, the fault lines within the euro grow wider and wider. This process isn’t going to stop until the euro is taken apart.


Dear readers, I'll have to say this - Frankfurt now leads the main role in the finances and Germany got deserved satisfaction that Frankfurt was right from the start. In that name, I'll eat Frankfurt wurst , cheers !

Experience is your responsibility

Important laws of creativity

1. Ignore everybody
2. Don't use pillars
3. Freedom, liberation
4. Small ideas, bigger ideas
5. Put the hours in
6. Slowly & in pain
7. Experience is your responsibility
8. Day job / Sex & Cash balance
9. Individual vs. team player
10. Climb private Mount Everest
11. Tool - no correlation
12. Avoid crowds
13. Accept pain
14. Don't compare inside with outside
15. Not dying young
16. Echo chambers
17. Red line border
18. Watercooler gang
19. World's changing
20. Passion

Monday, 8 November 2010

Consulting Information Model

Making sense from information & providing meaning
/ specific / expensive/ niche -> information


- what works
- what's important / only important
- real usage / use
- identify alternatives
- assess risks
- give solutions
- identify trends / patterns
- key performance indicators
- ratios
- available raw statistics
- market making
- market research
- costs & prices
- information sources
- bibliography

Friday, 29 October 2010

Growth Mantra


What if...economic growth as a concept is overrated ?

The Western world
economies are in impatient waiting for the new economic cycle to start. Growth will save them, conventional wisdom goes. Economic growth.

Plus 2 %. Plus 4 %. And every other year more and more. Again and again. Growth and profit.

Is this expectation realistic ? Is this expectation really needed ?

That's what I started asking my self after hearing BBC Business news. What if economies without growth ( or minimal growth ) is ''the new normal'' ?

How this relates to something some economists call sustainable economies ?
I don't have an answer yet, but try to look for that trend.

It is very interesting to see how Britain forms and supports so called Local Enterprise Partnerships

“The knowledge and expertise of the private sector, local authorities and their local communities will be crucial as we work to create a better environment for business and ensure that everyone has access to the opportunities that growth brings.”

Tuesday, 26 October 2010

Tuesday, 19 October 2010

How important will be Google Web Store ?

Google Chrome OS now makes sense more and more

I am excited about Google Web Store and the evolution of the Web.

First time I felt so much excitment about Web / Internet when I was able to write an URL address in the browser. It was a web page with simple navigation. Whole new world of information.

Second time I felt so much excitment when I visited Blogger.com and created account to be able to post my first blogging post. I created my Web.

( in the meantime , there was a story with ajax functionality, Gmail etc. We all felt hope that software will be delivered over the cloud and behave just like our deskopt apps )

Third time I felt so much excitment when Apple introduced iPhone App Store and when I was able to pull apps I was eager to use. On my mobile phone, and wherever I am.

Fourth time I was excited when I saw iPad and the iPad Apps.

Fifth time I am excited because of Google Chrome Web Store.

This is evolution of the Web. Your web page as an app. Yes, there were many those web apps in the Web 2.0 ecosystem. But this is bigger. HTML5 and standard web technologies are building momentum for revamp.

It's all about Web App.

Monday, 18 October 2010

Alberto Aquilani


One of the finest younger players in Europe.

Alberto Aquilani is on loan in Juventus Torin from Liverpool.

Juve won against Lecce 4:0 this weekend. Alberto Aquilani opened the scoring with a ferocious long-range strike.

Monday, 11 October 2010

Bruno Mars : Doo Wops Hooligan


Current Music US Billboard Top


Just the way you are
Michael Jackson singing from Space.
Bruno sings about the girl who looks natural and wants her to stay so. But, he's fool. Women do change like everything in this universe. The girl is a bit unsecure, probably younger.

Liquor Store Blues
reggea dance blues
One shot of whiskey and you're thinking that you run the whole block.


Grenade
Oh yoy, he'll put his hand on fire for her, but she will not do the same. No reciprocity. But he's dancing in the gym anyway, cause it's RnB !

Nothin' on you ft. Lupe Fiasco
Driving and dreaming. Just drive

Our first time
Intimate with Prince and M. Jackson

Runaway baby

This should sing Steven Tyler or Mick Jagger ;))

Wednesday, 29 September 2010

Again : European Union Is Dead !


Just like many other unnatural unions and fucked federations

Sometimes people just think I am kinky. Might be ;)

But when I wrote recently about European Union and the claim that it's finished business or shall we say ''the dream'', I had a good intuition reading.

Now I can point my readers to the recent article in the US magazine Newsweek about the new world order.
Backup argument for my intuition :))

Where once diplomacy defined borders, now history, race, ethnicity, religion, and culture are dividing humanity into dynamic new groupings.

Thursday, 9 September 2010

European Union Is Dead

Recently I was in London, UK.
It came somehow unrelated in my talks with some people discussion about European Union.
Afterwords I became aware that it is not only Brits thinking badly about European Union.
If you ask people in Tokio or New York, same view.

The project of European Union started to disintegrate and they belive it is only the start of the process.

In the financial circles of these 3 important cities, the huge bet is building and it's all against the success of European Union and Euro.

Friday, 3 September 2010

Hidden Value Bank

Chance is you never heard of them. But these are some of the safest banks in the World ( source: Global Finance magazine ).

For some can't be said they are big, but they are ruled by very strong banking credo with huge tradition and tailored services for those in the know.

KfW (Germany )
Caisse des Depots et Consignations (CDC)(France)
Nordea(Sweden)
Bank Nederlandse Gemeenten (Netherlands)
Caja de Ahorros y Pensiones de Barcelona (Spain)
Zuercher Kantonalbank (Switzerland)
Svenska Handelsbanken (Sweden)
Landwirtschaftliche Rentenbank (Germany)
BNY Mellon (United States)
Rabobank Group (Netherlands)
Oversea-Chinese Banking Corporation (Singapore)
Landeskreditbank Baden-Wuerttemberg - Foerderbank (Germany)
United Overseas Bank (Singapore)
Nederlandse Waterschapsbank (Netherlands)
Pohjola Bank (Finland)
NRW.Bank (Germany)
Barclays Bank (United Kingdom)
Royal Bank of Canada (Canada)
Intesa Sanpaolo (Italy)
National Australia Bank(Australia)
Bank of Montreal (Canada)

Thursday, 2 September 2010

CEO's business

Reminder for the initiated.

: search for solutions
: make decisions
: resolve conflicts
: financial planning
: company representation
: leading
: reporting to stakeholders
: coordinates
: appoints
: controls
: negotiate
: Buys
: Sells
: Travel
: maintain relationships
: gives green light
: assemble teams
: creates rules/procedures
: define organization 's chart
: generate initiatives
: complies with the law
: networking / socializing
: investment planning
: define strategy and vision
: delegation
: gives presentations
: mentoring
: conducts daily operations
: goal settting
: gives advices

Friday, 27 August 2010

They say about travel...


Travel Quotations: THE JOURNEY BEGINS...

"A journey of a thousand miles must begin with a single step." -- Lao Tzu

"For my part, I travel not to go anywhere, but to go. I travel for travel's sake. The great affair is to move." -- Robert Louis Stevenson

"Twenty years from now you will be more disappointed by the things that you didn't do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover." -- Mark Twain

"There is no moment of delight in any pilgrimage like the beginning of it." -- Charles Dudley Warner

Without travel "I would have wound up a little ignorant white Southern female, which was not my idea of a good life." -- Lauren Hutton

Travel Quotes: WHAT IS TRAVEL?

"Life is either a daring adventure or nothing." -- Helen Keller

"Traveling is almost like talking with men of other centuries." -- René Descartes

"Travel is more than the seeing of sights; it is a change that goes on, deep and permanent, in the ideas of living." -- Miriam Beard

"One's destination is never a place, but a new way of seeing things." -- Henry Miller

Travel Quotations: LAUGHING ALL THE WAY

"A journey is like marriage. The certain way to be wrong is to think you control it." -- John Steinbeck

"In America, there are two classes of travel: First class, and with children." -- Robert Benchley

"To put it rather bluntly, I am not the type who wants to go back to the land; I am the type who wants to go back to the hotel." -- Fran Lebowitz

'But why, oh why, do the wrong people travel, when the right people stay at home?" -- Noel Coward

"Travel is the frivolous part of serious lives, and the serious part of frivolous ones." -- Anne Sophie Swetchine

"Most of my treasured memories of travel are recollections of sitting." -- Robert Thomas Allen

"Too often travel, instead of broadening the mind, merely lengthens the conversations." -- Elizabeth Drew

"If you look like your passport photo, you're too ill to travel." -- Will Kommen

"Being in a ship is being in a jail, with the chance of being drowned." -- Samuel Johnson

"Long voyages, great lies." - Italian proverb

Travel Quotes: TRAVEL ADVICE

"When preparing to travel, lay out all your clothes and all your money. Then take half the clothes and twice the money." -- Susan Heller

"A good traveler has no fixed plans and is not intent on arriving." -- Lao Tzu

"Two of the greatest gifts we can give our children are roots and wings." -- Hodding Carter

"He who would travel happily must travel light." -- Antoine de St. Exupery

"If you reject the food, ignore the customs, fear the religion and avoid the people, you might better stay at home." -- James Michener

"Let your memory be your travel bag." -- Alexander Solzhenitsyn

"Stop worrying about the potholes in the road and celebrate the journey." -- Fitzhugh Mullan

Travel Quotations: TRAVEL TRUISMS

"No matter where you go, there you are." - unknown

"If you don't know where you are going, any road will lead you there." -- unknown

"Without new experiences, something inside of us sleeps. The sleeper must awaken." -- Frank Herbert

"He travels fastest who travels alone." -- proverb

"Good company in a journey makes the way seem shorter." -- Izaak Walton

"The journey not the arrival matters." -- T. S. Eliot

"No one realizes how beautiful it is to travel until he comes home and rests his head on his old, familiar pillow." -- Lin Yutang

Travel Quotes: EFFECTS OF TRAVEL

"They change their climate, not their soul, who rush across the sea." -- Horace

"The world is a book and those who do not travel read only one page." -- St. Augustine

"I have found out that there ain't no surer way to find out whether you like people or hate them than to travel with them." -- Mark Twain

"A journey is best measured in friends, rather than miles." - Tim Cahill

"Like all great travelers, I have seen more than I remember, and remember more than I have seen." - Benjamin Disraeli

"We live in a wonderful world that is full of beauty, charm and adventure. There is no end to the adventures we can have if only we seek them with our eyes open." -- Jawaharal Nehru

Sunday, 1 August 2010

Inventing New News Business

Today I've seen a glimpse of the future for newspapers, magazines and news organizations.

The truth is that they won't be in news business anymore. News will be sidebusiness for them. They will reinvent themselves just like Nokia once did ( I am not saying they will start producing mobile phones, not at all ).

This industry in 10 years time will be totally different. NewsMall.

Friday, 30 July 2010

Hedge Fund Holdings



Network map of some stocks which are held by at least two hedge funds.

The red nodes are the fund managers for each hedge fund. The bigger the size of the node of a stock (blue nodes) means that the stock are held by more hedge funds.

* Appaloosa Management (David Tepper)
* Baupost Group (Seth Klarman)
* Berkshire Hatheway (Warren Buffett)
* Blue Ridge Capital (John Griffin)
* Bridger Management (Roberto Mignone)
* Conatus Capital (David Stemerman)
* Fairholme Capital Management (Bruce Berkowitz)
* Greenlight Capital (David Einhorn)
* Harbinger Capital Partners (Phil Falcone)
* Lone Pine Capital (Stephen Mandel)
* Maverick Capital (Lee Ainslie)
* Pabrai Investment Fund (Mohnish Pabrai)
* Paulson & Co (John Paulson)
* Pershing Square Capital Management (Bill Ackman)
* RBS Partners (Eddie Lampert)
* Shumway Capital Partners (Chris Shumway)
* Soros Fund Management (George Soros)
* Third Point LLC (Dan Loeb)
* Tiger Global (Chase Coleman)
* Tiger Management (Julian Robertson)
* Viking Global (Andreas Halvorsen)

Monday, 19 July 2010

3 Young Web Companies



Need to bookmark some names.
US entrepreneurs under 30. Young innovators and businesspeople.

It remains to be seen how they'll manage their businesses in the future. From now on, they are under my radar.


Posterous - dead simple blogging
Key people: Garry Tan and Sachin Agarwal
- heard about them more than 1 year ago,
- use it for my text columns, writing
- 5,1 million funding
- Y Combinator company
- 7 employees
- location: San Francisco


LivingSocial - online coupons
Key people: Tim O'Shaughnessy, Eddie Frederick
- heard on Facebook via app for them
- Employees: 220
- 2010 revenue: 100 million
- Washington D.C.
- Groupon and LS own 98 % of the market



iContact
- e-mail marketing
Key people - Ryan Allis and Aaron Houghton
- heard about them thanks to Google AdWords ads,
- Employees: 205
- 2010 Projected Revenue: $39 million
- Location: Durham, North Carolina