Counter views on the Fed rate hike…
Sell the Bonds, Sell the Stocks, Sell the House–Dread the Fed
The Fed Declares Recovery and Recession Simultaneously
Part Three: From Bundling to a Bundle
For the USB and IoT announcements, the Synopsys product teams had been willing to answer my oftentimes probing questions, collaborate in developing story angles that would be of interest to the editors, and speak to issues that might not be their top priority with an editorial community that has different priorities. Maximizing coverage required not just a spirit of partnership between myself and a product team, as well as the in-house PR team. It also required understanding we have an external partnership with the media, where we need to balance the message we want to communicate to customers, with the interests of the readership editors are serving. But sometimes, internal priorities take precedent over external considerations, and in the third quarter of 2015 that was going to necessitate a bundle of coordination, with some other announcements.
Part Two: What’s New in IoT
On its face an announcement on a new product portfolio from a leading technology company, addressing the hot topic of the Internet of Things, should be an easy story to garner interest. And the truth was I could easily have gotten a lot of briefings for them from editors and analysts. But briefings don’t always translate into coverage, and those influencers were going to ask the same question I was asking right out of the gate. “What is new here?” It turns out several products in the announcement were “new.” But I pressed, what is new here, in terms of new for editors and analysts, i.e. we have not publicly announced it before? In terms of products the answer now became there was no new product that hadn’t been announced in the past few months. That was going to be our big obstacle.
Interesting developments in the junk bond market, as indications of risk rise….
Why the Junk Bond Selloff is Getting Very Scary
Junk bonds are flashing their biggest warning sign since 2009
Junk Fund’s Demise Fuels Concern Over Bond Rout
Junk Bonds Are Tanking and Icahn Says Meltdown `Just Beginning’
Part One: Connectivity Communications
Maximizing publicity around announcements in the technology industry, requires more than just regurgitating to editors why a company thinks their announcement is important, and then leveraging media relationships to schedule some interviews in the hope of an ensuing wave of coverage. To positively shape perceptions, to the greatest degree possible with a savvy customer base, requires some strategic thinking and tactical creativity. In the recent third quarter of 2015, I helped Synopsys, the leading semiconductor design and IP company, to blitz the trade media with more stories from a single company than they probably wanted to hear. But by creatively tailoring our announcements to topics of interest to their readership, we achieved extensive coverage. And first up for some creative thinking in Q3, was connectivity.
I.C. Angles Investment Post…
At the end of October the stock market put in a double-bottom from the sell off that began in August, and has since managed to reclaim most of its lost ground. Although not yet able to challenge the market highs, the S&P 500 index is back to the sideways channel established over most of the year. But this is hardly reason to celebrate. The rally may have made up most of the lost ground from a terrible August, but this has been a very ugly rally that gives a lot of reason for concern about the future prospects of a stock market that is looking increasingly wobbly.
A year ago I recommended investors adopt a defensive posture in regards to the stock market. Stocks were able to move higher, before chopping sideways and then selling off in this current period of volatility. Significant price swings have become commonplace and stocks have so far in 2015 delivered negative returns. My recommendation to underweight stocks was not based on predicting an imminent bear market. Instead, it was a declaration that the risks versus rewards of owning stocks were too negative to justify even a neutral weighting, and the potential for a bear market too high. For a long time, I had been writing about the risks to this current bull market, but that was the first time I recommended the more conservative, defensive posture that I continue to advocate. The reasons for that call are worth revisiting, particularly my worries about China, as they now seem especially pertinent.
A trio of articles pointing out problems with Federal Reserve monetary policy:
St. Louis Fed Official: No Evidence QE Boosted the Economy
U.S. Lacks Ammo for Next Financial Crisis
If the Fed is Always Wrong How Can Its Policies Ever Be Right
I.C. Angles Investment Post…
What is the next big thing in the digital technology revolution? Nothing. Zero. Zilch. Nowadays kids are whipping out computers from their pockets to digitize their latest meal and share what they ate on social media networks that span the globe. It’s self-evident we’ve converted and disseminated everything we even marginally care about into the 0s and 1s of the virtual world displayed on our computers. But if mobile computing and social media mark the end of the digital revolution, what will come next for users who are largely interacting with the digital information on their displays? Is it the Internet of Everything, wearables, the smart car, smart home, smart city, 3D printing, quantum computing, robotics, the cloud, Big Data, the maker movement, drones?
Read the rest of this post at EE Times.