Month: December 2010
Poll: How Will Stocks Perform in 2011?
Wednesday, December 29, 2010How do you think stocks will perform in 2011?
How do you think stocks will perform in 2011? Just curious:
comScore Media Metrix for November 2010: Groupon on the Rise
Thursday, December 23, 2010The comScore Media Metrix report for November is out with the rank of the top 50 web properties. The report includes important information related to web traffic and the holiday season. Here’s some highlights with the full report embedded below
1. Coupon sites are the top growing category. Tempering doubt regarding the wisdom of the recent cold shoulder Groupon gave $GOOG or big private investments in the space, traffic growth of online coupon sites into the holiday season is on fire.
The comScore Media Metrix report for November is out with the rank of the top 50 web properties. The report includes important information related to web traffic and the holiday season. Here’s some highlights with the full report embedded below
1. Coupon sites are the top growing category. Tempering doubt regarding the wisdom of the recent cold shoulder Groupon gave $GOOG or big private investments in the space, traffic growth of online coupon sites into the holiday season is on fire.
The numbers here and commentary remind me to some extent of the first few holiday shopping seasons after the launch of the first internet retailers such as $AMZN. Analysts are just beginning to wrap their hands around the implications of the annual cyclical patterns here.
2. Speaking of traditional internet based retail, growth remains robust relative to retail in general a full 15 years after Bezos launched $AMZN which remains by far the largest shopping destination, while $BBY actually had the highest growth rate albeit small consolation to their recent punk earnings report.
3. $YHOO ranked as the number 1 site overall. They and $GOOG have been running neck and neck for months with $MSFT sites not far behind.
ComScore Media Metrix Ranks Top 50 U.S. Web Properties for November 2010
2011 Interview with Howard Lindzon in Chicago
Wednesday, December 22, 2010Last week, Howard Lindzon interviewed me in Chicago before the Allan Schoenberg Roast. We chatted about a host of topics from social media to the prospects of $AOL to the grains markets to what’s ahead in 2011.
Last week, Howard Lindzon interviewed me in Chicago before the Allan Schoenberg Roast. We chatted about a host of topics from social media to the prospects of $AOL to the grains markets to what’s ahead in 2011.
You can watch here:
Andrew Mason, Diminishing Marginal Utility and Kicking Ass
Saturday, December 4, 2010There’s a ton of criticism tonight towards Andrew Mason and Groupon for turning down Google’s $5 billion plus bid.
Well, the naysayers are wrong and its not because they simply can’t fathom turning down that kind of money from $GOOG or because they are the consensus.
Two factors are at play that combined fully explain not only why Mason would turn the bid down but also why the decision is so right and inspiring.
First, the first million you make has greater value than the second and much more than the tenth or twentieth. This is an example of diminishing marginal utility. In April, Mason and early investors took 135m and so they have already cashed out enough to, as Mason put it, solve the money problem. They already have a ton of money, so there is less value in the next ton or the ton after that.
Second, they’re not motivated by the exit here. Mason and company are going for the grand slam. They have started a business with an early trajectory that equals only a small handful of start ups ever and so they are playing it out. This is the best mindset possible for entrepenuers – one that fully believes in the impossible and is dead set on realizing it.
Take it from Michael Lazarow who is a skilled and awesome entrepenuer in his own right and who gets what’s going on here. He tweeted earlier this evening:
Love it!
Review: Sentiment Analysis on Stocks, Treasuries, USD, Energy from Asbury Research
Wednesday, December 1, 2010This morning The CME Group posted an in depth sentiment analysis across asset classes from their education partner Asbury Research.
I just gave it a good read and find that much can be gleaned from their process especially. Specifically, what data are experts in parsing sentiment looking at and how are they integrating that data in order to form a view.
For example, with regard to equities Asbury focuses on four cohorts including RIA’s, individuals, options traders and market letter writers. Specific measures include the NAAIM Survey, the AAII Sentiment Survey, the OCC Small Trader Buy-to-Open Put/Call Ratio and the Investors Intelligence data.
This morning The CME Group posted an in depth sentiment analysis across asset classes from their education partner Asbury Research.
I just gave it a good read and find that much can be gleaned from their process especially. Specifically, what data are experts in parsing sentiment looking at and how are they integrating that data in order to formulate a view.
For example, with regard to equities Asbury focuses on four cohorts including RIA’s, individuals, options traders and market letter writers. Specific measures include the NAAIM Survey, the AAII Sentiment Survey, the OCC Small Trader Buy-to-Open Put/Call Ratio and the Investors Intelligence data.
This is very rich stuff for investors and traders doing comparative due dilligence within and across markets.
The report came out earlier in the month and they caught the correction well. You can find the report online here or read below.
Asbury Research Sentiment Survey 2010-11-11
Disclousre: The CME Group is a StockTwits Sponsor
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