Marketshare: Google still dominates

June 30, 2009

Marketshare tracks a multitude of information concerning browsers, search engines, mobile platforms and much more. Just to see if there is any competition, we thought tht it would be a good idea to check in with them again regarding any changes in trends.

Sure enough, the trend has not changed… it has gained momentum. Google’s domination is has held well over the past few months and Yahoo! seems to be trailing off. None are even a close second, but a combo of Yahoo! and Microsoft is still in the cards – especially now that Microsoft has a brand new shiny $40billion from the recent debt offering. Read more

Economic Update

June 30, 2009

We have been watching the economics with a close eye, even as there has been little correlation to the actual markets of late. But, there is a starting to be a concern that there is finally a respect being shown to these important numbers.

Last week there was a significant increase in the initial claims numbers and today we are seeing sharp decline in consumer confidence. Both were very disturbing to to investors.

Manufacturing has generally been soft as well and that is tying out to most of the information we are seeing. As we have said before, much is being made of hope for the future. Yes, we too are hopeful, but we need to be cognizant of the fact that hope does not buy groceries and surely does not pay the mortgage. Read more

Consumer Confidence Slips

June 30, 2009

Consumer Confidence slipped by 10% month over month overall and missed economists expectations by a similar margin. Even more appalling is the fact that expectations on future conditions dropped by 6 points or approximately 8%. This means that not only are consumers less confident about the current environment, but are also equally as concerned about the coming months.

The chart below shows the distance between the survey and the actual number. Note that generally, the survey estimates has been HIGH since 2007. Read more

Audio: DHUnplugged – Market Finally Ready to Tank?

June 30, 2009

Here is the latest conversation… new insights for anyone who invests in anything. Is the bull market over?

(Listen to Episode #25 below or on iTunes or Zune)

Go to http://www.dhunplugged.com to see the Rolling Stone Article on Goldman Sachs where the author calls Goldman: “A Giant Vampire Squid Wrapped around the Face of Humanity…”

Also, be sure to comment and vote in the Goldman/Rolling Stones Poll……

Also available on iTunes HERE

Japan Rebound is “SET” Or is it False Start

June 29, 2009

It appears that the stimulus plan is setting up to provide Japanese manufacturing a ramp up as they refill inventories. Electricity use is climbing as well, even though last week a report showed that exports were DOWN 50%, year over year.

Now, one of the side effects of the government stimulus and continual media rhetoric is that Japanese manufactures could get caught eating their own posturing. Or said another way, drinking their own governments Kool-Aid. The question will be if and inventory refresh wil actually turn into orders……

Below is a story that is bullish on Japan’s future from Bloomberg. Read more

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