#occupywallstreet has an epiphany. Markets are closed on weekends. Go home.

The New York Stock Exchange, the world's large...

Image via Wikipedia

The occupywallstreet crowd finally figured out that markets are closed on weekends so they just went home. Like it was an epiphany or something.  Judging by the number of young people who are supposedly digitally savvy it’s surprising they do not understand how electronic the markets really are. Many a stock market millionaire has never set foot on Wall Street. So many investors understand that.  Is that a class warfare thing?


Carol Bartz to work for CIA maybe $YHOO #carolbartz #cia #cyberwarfare #cybersecurity

Seal of the Central Intelligence Agency of the...

Image via Wikipedia

By now Carol Bartz must have cashed her severance cheque and all is in order legally. The former CEO of Yahoo (Nasdaq:YHOO) might even be on holiday somewhere just decompressing. With over $10 million cash in the bank she probably went somewhere nice.

Suddenly Jack Ma goes to Stanford to say he, read Alibaba [maybe read Beijing], is interested in acquiring Yahoo. The CIA, Pentagon, FBI and anyone else tasked with cyber security may suddenly become alarmed at the cyber security issues. They certainly cannot view this exclusively as a commercial transaction. China has been the launch pad for several cyber security attacks so someone over there gets it big time. 

Who do you get to help you out? Who has the big picture? Who has the free time? Would Carol Bartz if, as, when and maybe already take money for the assignment? Or would she be a patriot and work for a buck a year plus expenses, which may be considerable.

Far fetched. Not really. But Carol do you think Chinese spies may be already following you to see if you are consulting for Uncle Sam. The work can be the ultimate in satisfaction as the doofuses sell out.

As an aside there are probably key Yahoo personnel who may already have been recruited by Uncle Sam for purely counter-intelligence purposes, you understand. It’s the patriotic thing, of course. At least I hope it’s been done or underway. Espionage recruiting takes a long time.

Disclosure: George Gutowski writes from a caveat emptor perspective. I do not work for the CIA. No really you must trust me I do not work for the CIA. I hold no positions in stocks mentioned in this post. I have no plans to initiate new positions within the next 72 hours.

#occupywallstreet what’s your carbon footprint for traffic chaos? #carbonfootprint #excisetax

The view of Brooklyn Bridge from Manhattan

Image via Wikipedia

Occupy Wall Street flash mobbed the Brooklyn Bridge. Has the left-wing considered what the carbon foot print was because of the traffic chaos? Has the left-wing considered what the very personal economic costs are to people and small businesses as cars and trucks were stuck un-necessarily? Strangely enough extra excise taxes were paid because of all the gas that was burnt off uselessly and now everyone needs to fill up sooner than expected. Even the demonstrations have a cash grab quality to them. 

Attention Shoppers! Boxing Day is cancelled $RTL $XRT #retail $M $WMT

A mother plays the guitar while her two daught...

Image via Wikipedia

Ah boxing day. That crazy time when we work off turkey dinners and shop for bargains. Many people are giving gift cards and waiting for after Christmas making retailers crazy as they mark down trying to stimulate demand right now. The consumer has learnt the lessons of patience and out waits the desperate retailer.

Retailing has become a reverse auction. Cash is king and it has learnt to be slow. Retailers need to counter the strategy. so lets cancel boxing day. Avoid the hassles. Retail staffs hate working that day. It disrupts personal lives and the customers are just plain crazy. Hear that Wal Mart you can save a lot of nickles.

The on line sites can stay open. They are open on Christmas Day anyway, so boxing day is OK too.

If the consumers is cutting back on spending and if the retailer is not buying as much as demand comes down than don’t give it away on boxing day. Announce to the customers first and get them spending now if they want it.

Retailing and merchandising is a big head game. So when are you going to play this card.

OMG families will stay together for two days in a row. God Bless America. Like way more football on TV. Gotta be.

Disclosure: George Gutowski writes from a caveat emptor perspective. I really dislike shopping on boxing day. To the best of my recollections I have not shopped on boxing day for at least twenty years. I hold no positions in stocks mentioned in this post. I have no plans to initiate new positions within the next 72 hours.

Kindle Fire plays to WiFi. When will Jeff Bezos strike at Verizon and At&T $AMZN #kindlefire $VZ $T $AAPL

Image representing Jeff Bezos as depicted in C...

Image via CrunchBase

When Apple (Nasdaq:AAPL) comes out with a product Verizon (NYSE:VZ), AT&T (NYSE:T) and others scramble for allocation and hope to generate broadband usage and plan fees. Kindle is playing the Wifi route. No expensive plans supposedly. Just use Wifi either at home or in hot spots. Officially no big bills to get upset about.

As users abandon laptops and migrate to tablets the usage stays the same or so we think. Broadband still goes up because the tablet is way easier and more compelling. But the bill for internet use is separate. Psychologically the consumer does not connect the two very closely. Also carriers will not get bullied by an Apple and there will be no complicated co-branding agreements.

Until Kindle Fire becomes more established and then Jeff Bezos strikes. Right now its a game of patience.

Disclosure: George Gutowski writes from a caveat emptor perspective. I hold no positions in any stocks mentioned in this post. I have no plans to initiate new positions within the next 72 hours.

Hotel REVPAR challenged by iPad Is Wifi priced correctly $AAPL #revpar #hotels #iPad #wifi

A Wi-Fi detector

Image via Wikipedia

As iPad and other competing tablets becoming common place hotel REVPAR is being increasingly challenged. That TV monitor with a set-top box pulled in a lot of extra revenue for hotel operators. Movies and shows generated user fees. Advertisers wanted to target hotel occupants as well.

Now with the growth of iPad and other competitors the traveller does not need the hotel except for the Wifi service. Hotels will be seeing revpar from movies drop faster than they can adjust Wifi costs. The traveller can watch what they want when they want and are not tied to schedules or offerings.

Disclosure: George Gutowski writes from a caveat emptor perspective. I do not have positions in any hotel or lodging stocks. I do not intend to initiate any new positions within the next 72 hours.

Yahoo powderkeg sparks China trade war coming soon $YHOO $GOOG $MSFT #ALIBABA #JACKMA

Jerry Yang and David Filo, the founders of Yahoo!

Image via Wikipedia

Jack Ma and Alibaba say they want to take over Yahoo (Nasdaq:YHOO). Disgruntled shareholders and take over speculators are encouraged by the coming of a financial dawn. Hurray. But wait the nightmare may be over. Here are a few things that could easily will trip up the deal. BTW keep an eye on the Google angle (Nasdaq:GOOG)

  1. What job security will Alibaba provide Yahoo employees. Surely Chinese workers are cheaper. Imagine  the Silcon Valley layoffs when China beats them at their own game. Unemployment is over 9%. Yahoo has nice paying jobs. What will Obama do?
  2. Is Yahoo a strategic American asset. Can the US of A stomach a Yahoo controlled from China.
  3. Legally Jack Ma and Jerry Yang will need to resolve the case of transferred Chinese assets and who gets paid for what. Class action lawsuits will see to that. Not sure if the Chinese understand the class action lawsuit as a business tool.
  4. Yahoo Finance is still one of the most heavily trafficked financial portals. China does not  have credibility in the governance area. How will China restrain itself given their penchant for censorship. Markets are conversations. Beijing is still communist and does not like all conversations.
  5. If China can play games with Google.Google will not stand by and let China take over Yahoo and have free reign throughout the United States and the rest of the world. There will be enormous pressure from Google and other very cash rich tech companies capable o big political contributions. they will not be silent.
  6. China will have access to our digital records. We worry about our freedoms in the west. But we know China will not respect freedoms as we know them. 
  7. Then you have to wonder what Microsoft Corporation (Nasdaq:MSFT) is working on with their new China initiatives. They have been called the evil empire in the past. Microsoft that is.

Henry Kissinger eat your heart out.

Disclosure: George Gutowski writes from a caveat emptor perspective. I hold no positions in stocks mentioned in this post. i have no plans to initiate new positions in the next 72 hours.