On the Ball on Housing

As usual, Barry Ritholtz is right on the money when it comes to the credit crisis: – From 2003 to 2006, Real Estate was driving the economy; – Housing wasn’t a “true” bubble; Rather, credit was a massive bubble; – Inventory has continued to build throughout the downturn, delaying any housing bottom; – High qualityContinue reading “On the Ball on Housing”

How Apple Wins

If in 2009 we’re using Yahoo! or Rhapsody or some new subscription service to get our Music on our Apple hardware, does Apple care? No. They never have. So long as we’re buying their circuitry, they don’t care where we’re getting the music from. And they’ve shifted the hardware tide irreversibly and created momentum that’llContinue reading “How Apple Wins”