Archive for February 2008

Market set to Rise

The Market will likely rise in the near term based on the affirmation of the bond insurers ratings. Despite the fact that the whole ratings sytem is humorous at best, the market likes these things and a major risk has just been removed from the market. That being said the economy is really shaky and tech stocks are on thin ice.

The Pyramid is starting to fall.

Google. Top of the Pyramid . King of the Hill. Recession Proof. Yeah, . At some point this will all trickle down to the VC PE and VC Angel market. ComScore Data shows flat click growth- I repeat: You can not sell Advertising if people dont end up buying the products. Its very simple. The Economics of making money does not change and they apply to Google as well. They apply to Facebook which continues to be overhyped and to any area of the economy. To all the Hipsters, Web 2.0ers Web 3.0ers and any other “ers” that think that the regular economic rules dont apply to them and to their cute free and sometimes very useful and sometimes completely useless free websites: You are living in a fantasy world isolated by a “a thin film of liquid inflated with air or gas” otherwise know as a Bubble.  Sometimes it pops sometimes it deflates and sometimes it deflates and then pops but, in one way or another at some point it is no longer there.

|