Friday, August 31, 2012

Romney Didn't Make the Sale

Did Mitt Romney make the economic sale at the Republican National Convention? Did he convince people who are living at the margin or unemployed and discouraged that he has the answers to the economy? Frankly, I don’t think so.I do not understand why he did not talk about his 20 percent across-the-board personal tax cut plan that would help the middle class enormously. He never mentioned it and he went into no detail on the business tax cut plan.This...

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Bernanke: The Song Remains The Same

The market is higher in early trading, coming more off the heels of developments in Europe as opposed to comments from Bernanke's speech in Jackson Hole.Europe's markets were higher this morning after the EU plans to make the ECB the sole authority in granting back licenses.  This could pave the way for the ESM to get a bank license which as we have said would dramatically increase its lending capacity.  There is also chatter that the head of the Bundesbank is resigning, which would remove one of the biggest opponent's to the ECB's current...

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Thursday, August 30, 2012

Bulls Pull In Their Horns Ahead of Jackson Hole

The market is lower in early trading, following weakness in overseas markets overnight.  Asian markets were lower across the board.  A Chinese State economist said inflation will rise above 3.0% in August, which might explain why the PBOC has been reluctant to lower interest rates.Europe's markets are also lower despite Germany posting an in-line unemployment rate of 6.8%.  Bond yields in both Italy and Spain are slightly higher today after Italy auctioned off 5- and 10-yr debt.  Angela Merkel is visiting China, where the Prime...

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Paul Ryan's Speech: Too Much Debt, Not Enough Growth

Republican vice-presidential candidate Paul Ryan gave a powerful speech Wednesday that repeatedly brought conventioneers at the Republican National Convention in Tampa to their feet.  I am going to give him high marks for his speech’s delivery. Ryan, in typical fashion, seriously and analytically ripped apart the Obama Economy, what has been called Obamanomics.  He ripped it to pieces, and it needed to be done.  But most especially, he ripped apart Obamacare.  Ryan also did his level best to defend the Republicans against the...

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Wednesday, August 29, 2012

Sepeda Motor Bebek Injeksi Kencang dan Irit Jupiter Z1

Yamaha dengan bangga memperkenalkan motor terbarunya All New Jupiter Z1 yang mana merupakan motor bebek pertamanya yang memilki teknologi Fuel Injection. Mesin baru All New Jupiter Z1 performance-nya meningkat 20 persen karena mengadopsi teknologi motor balap YZ Crankshaft Technology, Low Friction Technology dan Forged Piston. YZ Crankshaft Technology meningkatkan akselerasi dan torsi, sudah digunakan di motor trail Yamaha YZ450F yang banyak...

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Q2 GDP Gets Positive Revision

The market is again flattish near the open but not really giving much back.  This quite action looks to me like more consolidation of recent gains that could lead to another push higher, although I also think the lack of any QE mentions on Friday from Jackson Hole could lead to some short-term disappointment.In economic news, Q2 GDP got a positive revision from 1.5% to 1.7%.  Separately, pending home sales for July rose 2.4%, which is a big turnaround from the previous month's -1.4% decrease.Asian stocks were mixed overnight, with...

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Tuesday, August 28, 2012

Lead Management Report: IDC Finds Leaders are Smart, Agile, Automated, and Aligned

IDC CMO Advisory Service's latest best practice report, Realizing the Vision of 21st Century Lead Management, presents a newer, smarter way to conduct lead management that is better adapted to the reality of how customers buy today.  Combining proven management science methods with best practices from leading technology companies, the new model is more scientific, more data driven, more agile, more automated, more aligned between sales and marketing,...

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Consolidating Ahead Of Jackson Hole

The markets are down slightly in early trading, but have mostly been consolidating in a sideways fashion after failing to hold at new highs last week.  This Friday brings the big Jackson Hole symposium where investors think Bernanke could comment on further QE initiatives.  I still fall in the camp that says with the markets near new highs, the Fed would rather keep its powder dry.  My guess would be we will just hear more of the same from the Fed, that they stand by ready to support the economy with easy monetary policy should economic...

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Larry Kudlow Interview at the RNC

...

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Avis Tries Blander.

New CMO.  New agency. New campaign. Same old meaningless justifications - this time reported in AdAge. "Consumer-centric brands must always evolve in order to keep pace with ever-changing customer needs and preferences." She added that "Avis is evolving as a premium brand to better meet those needs." The new tagline, she said, is "reflective of [Avis'] ongoing mission to be a customer-led, service-driven company, and presents the brand in terms of the customer experience and the advantages inherent in renting from Avis." Me neither....

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Monday, August 27, 2012

Monday Morning Musings

The markets are roughly flat this morning despite some declines in Asia overnight.  The Jackson Hole summit is coming up later this week, and investors are still hopeful that Bernanke will talk about some additional easing.There was also quite a bit of M&A news coming out of the weekend.  Hudson City Bancorp (HCBK) will be acquired by M&T (MTB) for a 12% premium.  Kenexa (KNXA) will be bought by IBM for a whopping 42% premium.  And Dollar Thrifty (DTG) is being bought by Hertz (HTZ) for an 8% premium to Friday's close. ...

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Saturday, August 25, 2012

Start Up With Your Customers.

Outside the realms of tax efficiency, nobody starts a business in the belief that it will fail. However, a recent visit to a start-up incubator revealed mindsets that ignored the possibility while putting the cart before the horse and making some basic marketing mistakes.1) What you've done in the past is of very little relevance to your future customers unless they were your customers in the past. The most bizarre example of this was the proclamation that their CEO is a biathlete and their COO a fencer. Egoes should be checked at the door.2)...

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Friday, August 24, 2012

Kudlow Goes One-on-One with Paul Ryan

On last night’s Kudlow Report, Paul Ryan talked to me about pro-growth policies and the American idea. He defended his Medicare option as a bipartisan plan going back to the Clinton era. He talked supply-side tax reform, along with spending reduction, deregulation, energy, and sound money. Preventing the fiscal-cliff recession threat will be Romney-Ryan’s first action.  ...

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Are You Looking For More Than A 2% Pullback?

The markets quickly shook off some mild weakness after the open and are currently in positive territory.  Overnight action in Asian and Europe was lower, though not much in the way of impactful news.Asian markets gave back most of the previous day's gains.  There is still chatter about China's central bank easing, but who knows if and when.  Meanwhile, HSBC lowered its China growth forecast for 2012 from 8.4% to 8.0%.In Europe, Greece's PM is meeting with the German Chancellor.  It will be interesting to see if he can persuade...

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Thursday, August 23, 2012

Gold Breaking Out On Hopes Of More QE

Global markets were higher overnight on hopes that the Fed left the door open to more QE, even though I think with the S&P 500 near new highs it is unlikely that they move now.  I think they would rather wait for another rough spot in the markets, or possible if the economy gets hit by the fiscal cliff issues.Asian markets were higher after China's HSBC PMI index rose to 47.8, even though this reading is still a 9-month low for the manufacturing sector.  In Beijing, Fed member Charles Evan suggested that QE3 would add confidence to...

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Wednesday, August 22, 2012

Don't Hold Your Breath For FOMC Minutes

The market is lower for a second day after yesterday's breakout to new highs was sold into and the markets reversed lower.  Volume is running pretty light this morning as many participants await the release of the latest FOMC minutes.  There have been high expectations for the last few meetings that the Fed would tip its hat in terms of further QE.  I don't think we will hear anything new, and with the markets making new highs I think the odds of something coming out of next week's Jackson Holy symposium have diminished as well.Asian...

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Data-Driven Marketing: A Survey of Marketing Automation Maturity in Global High-Tech Companies

Marketing has become technology, process, and data driven. On average, marketing operations teams at the large high-tech companies in this survey manage over a dozen major systems in an ecosystem that is rapidly evolving. The purpose of this survey was to assess the technology load on marketing organizations in terms of number, scope, and scale of systems as well as adoption, effectiveness, resources, and overall satisfaction levels. There are many interesting results from the data: Companies that take an enterprise approach to managing the customer...

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Tuesday, August 21, 2012

Germany Still Opposed To ECB Bond Purchases

The markets are higher in early trading after a lackluster day yesterday in which stocks didn't give back much at all of the gains they've made over the last several weeks.  The S&P 500 has touched new highs for the year, and the 1425 level where it currently trades is about a 4-year high.  The last time the SPX was at these levels was May 2008.  European markets are higher this morning despite comments from the Bundesbank which once again reiterated its opposition to the ECB purchasing government bonds.  Much of the global...

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Lead Distribution Scoring - a key differentiator for B2B marketers

Lead scoring is a well established technique for marketers to translate digital responses into levels of qualification for next stage outreach. For companies with no direct sales or sales cycles of 30 days or less lead scoring methodologies can be rapidly optimized around purchase behavior. For long cycle B2B sales processes, the optimization process goes only as fast as opportunity development which for many high tech companies can be 18 months or more. This is a crucial time for B2B marketers and they need to be just as exacting in how they manage...

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Monday, August 20, 2012

Monday Morning Musings

Global markets are struggling for direction, and the US markets are slightly lower in early trading.  Financials are leading the early action, and there is some strength in healthcare stocks after a big acquisition, but the rest of the market is mixed at best.Aetna (AET) said it would buy Coventry Health (CVH) for $7.3 billion, and CVH is trading nearly 20% higher than Friday's closing price.Asian markets were mostly lower overnight.  The latest report on Chinese home prices showed gains in 49 of 70 major cities, which is the best showing...

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Thursday, August 16, 2012

China's Premier Keeps Stimulus Hopes Alive

It seems the whole world is anticipating more stimulus from central banks.  In the US the debate is heating up as to whether or not the Fed will provide additional QE this year.  In Europe, the ECB has hinted that they stand ready to provide additional monetary easing.  And comments from China's Premier keep hope alive for more stimulus in that country.Premier Wen Jiabao made comments to reassure investors that the nation will meet 2012 economic and social development targets.  He also said that declining inflation gives them...

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Terlahirnya Noah Band

Noah Band adalah jelmaan baru dari Group Band Peterpan, setelah menunggu beberapa waktu akhirnya terbentuk lah Band yang bernama Noah Band. Seiring dengan bebasnya sang vokalis Aril yang memiliki suara emas ini sehingga akan mendongkrak Band baru ini ke kancah dunia musik indonesia. Meskipun dengan naman baru tetapi group ini banyak ditunggu oleh jutaan penggemar yang ada di Indonesia. Aril sebagai pentolan dan icon Noah Band setelah terbebas...

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Wednesday, August 15, 2012

No July Recession

While the fiscal-cliff tax hike still hangs like the recessionary sword of Damocles over the economy, the economic stats for the month of July do not show it. In fact, key data points suggest there is no double-dip recession. All in all, it’s still an anemic 2 percent economy -- the worst recovery in modern times dating back to 1947. But at least for the sake of the country, there is no recession in sight for now. The 163,000 jobs gain for July -- even with a lot of weakness inside the report -- was a move away from recession. Retail sales had...

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Are Stocks Poised For New Highs?

The markets are slightly higher in early trading.  The S&P 500 has basically spent the last week oscillating around this 1400 level with volume running very low.  Could the stock market be building its internal energy for a shot at new highs?  Wouldn't be surprising.  Overnight markets in Asia were lower.  China fell -1.1%, closing near a 2-week low, as investors are still hoping for a reserve ratio cut from the PBOC, with rumors swirling that this could occur near the end of the month.European markets are...

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Tuesday, August 14, 2012

Retail Sales Surprise To The Upside

The market is slightly higher in early trading, refusing to give back much ground despite being overbought after it recent rally streak.In economic news, retail sales came in better than expected at +0.8% vs. +0.2% consensus.  That's a nice upside surprise at a juncture when most people think the consumer is pulling back.  One standout retailer that reported earnings today was Michael Kors (KORS) who beat both top and bottom line estimates and also raised guidance.  It's stock popped +15% in early trading.Asian markets were higher...

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Monday, August 13, 2012

Monday Morning Musings

The markets are lower in early trading after coming off a week where every session saw gains for stocks.  There isn't a lot of market moving news this morning.  The big news is actually on the political front with the announcement that Romney's VP candidate will be Paul Ryan.Apple (AAPL) is bucking the weakness and trading higher after reports out that it will introduce its iTV possibly in December of this year.Asian markets were lower overnight, led by China's -1.5% decline as investors were likely disappointed that there have been no...

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Tips dan Trik Membasmi Virus Dari Komputer Anda

Membasmi virus tanpa antivirus? Gimana caranya tuh? Simak langkah-langkah umum berikut dalam membasmi virus:1. Nonaktifkan System Restore.Fasilitas System Restore pada Windows berguna untuk mengembalikan konfigurasi sistem ke konfigurasi sebelumnya. Agar sistem yang telah pulih tidak kembali rusak, matikan fasilitas ini dengan klik kanan pada My Computer dan pilih Properties. Lalu pilih tab System Restore dancentang bagian Turn off System Restore on All Drive.2.Matikan proses virus.Bagaimanapun caranya, matikan proses virus. Biasanya proses virus...

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Ciri-ciri Komputer Anda Yang Terjangkit Virus

Berikut salah satu ciri-ciri Komputer Yang Terjangkit Virus :1. Komputer Anda berjalan lebih lambat dari biasanya.2. Menu Run, Search disembunyikan oleh virus.3. CTRL+ALT+DEL tidak bisa digunakan.4. Regedit dan MSCONFIG di disabled5. Folder asli pada komputer anda disembunyikan dan diganti dengan file virus.6. Menu Tools -> Folder Options di Windows EXplorer hilang.7. Komputer sering berhenti atau tidak merespon.8. Komputer tiba-tiba restart atau crash dan ini terjadi beberapa menit sekali.9. Aplikasi komputer tidak berjalan dengan semestinya...

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Cara Mencegah Virus Dari Flashdisk Menginfeksi Komputer Kita

Flashdisk merupakan salah satu media yang paling banyak digunakan dalam penyebaran virus.Pada waktu kita memasukkan flashdisk ke USB komputer kita, maka secara default windows akan langsung membuka task baru dengan fungsi Auto play.Banyak sekali virus yang menggunakan fungsi Auto Play ini untuk menyebarkan diri mereka dan kemudian menginfeksi komputer kita.Disini kita akan berusaha untuk meminimalisir virus masuk ke dalam komputer kita dengan cara meng-nonaktifkan fungsi Auto Play tersebut.Berikut caranya :- Klik Start –> run “gpedit.msc”-...

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Cara Mengecek Apakah Antivirus Kita Bekerja

Jika anda ragu apakah antivirus di komputer anda bekerja atau tidak, kita bisa mengetest dengan menggunakan script yang disediakan oleh EICAR (European Institute for Computer Anti-virus Research).Caranya adalah sebagai berikut :1. Buka Notepad anda, lalu copy dan paste kode dibawah ini di notepad anda.X5O!P%@AP[4\PZX54(P^)7CC)7}$EICAR-STANDARD-ANTIVIRUS-TEST-FILE!$H+H*2. Teks yang dipaste harus dalam keadaan Horizontal.3. Lalu Save As Notepad anda dengan ekstension .com, nama terserah anda.Contoh : antiviruscheck.com4. Jika beberapa saat setelah...

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Keyboard Shortcuts Untuk Android

Sistem operasi Android Mobile memiliki beberapa Shortcut keyboard untuk membantu anda menggunakan ponsel android tanpa melalui menu.Beberapa kombinasi tombol cepat dapat memudahkan dalam mengoperasikan ponsel android anda.1. Android Keyboard Shortcuts (Scrolling).• Spasi : Page Down pada halaman web / melihat dokumen.• Shift + Spasi : Page Up di halaman web / melihat dokumen.2. Android Keyboard Shortcuts (Typing).• Alt + Spasi : Memasukkan karakter khusus.• Shift + Del : Hapus karakter di sebelah kanan kursor.• Alt + Del : Menghapus seluruh baris.•...

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Keyboard Shortcuts Untuk Windows 7

Shortcuts keyboard adalah kombinasi dari dua atau lebih tombol, ketika ditekan, dapat digunakan untuk melakukan tugas yang biasanya akan memerlukan mouse atau perangkat penunjuk lainnya.Shortcuts keyboard dapat membuat lebih mudah untuk berinteraksi dengan komputer Anda, menghemat waktu saat Anda bekerja dengan Windows dan program lainnya.Shortcuts Keyboard untuk Windows Explorer :Ctrl+N = Open a new windowCtrl+W = Close the current windowCtrl+Shift+N = Create a new folderEnd = Display the bottom of the active windowHome = Display the top of...

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Sunday, August 12, 2012

Tips Dan Trik Lengkap Tentang Android

Setelah Android masuk ke Indonesia tahun lalu lewat kerjasama bundling antara Telkomsel dan HTC, kini Android mulai marak lagi sejak Indosat ikut meluncurkan layanan tersebut dengan menggandeng enam ponsel milik sejumlah vendor ternama.Keenam ponsel tersebut adalah HTC Hero, Motorola Milestone, Samsung Galaxy Spica, LG GW 620, Huawei U8230, Sony Ericsson Xperia X10.Agar lebih memudahkan pelanggannya yang telah membeli ponsel Android tersebut, Indosat pun memberikan jawaban atas 15 pertanyaan yang paling sering ditanyakan seputar handset keren...

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