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Dave Wrixon  

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  • A Look At VeriSign's Domain Registration Business [View article]
    When I saw that the author thought they competed with Godaddy, I knew instantly that this article is based on zero real knowledge of the busines.

    What is entirely missing is the bit about where Verisign is going to get most of its growth over the next five years. There is a plan to take a Anglo Centric Business truely global. Getting the 90% of the World that do not speak English truely onboard is the real key to growth. The US represents only 5% of global potential and most of that has largely been realised.

    The real game changer is the introduction of Internationalised Domain Names. Very few language can actually funtion properly without it. Dutch and Italian spring to mind.
    Dec 19, 2013. 04:35 AM | Likes Like |Link to Comment
  • If You Can't Value Facebook, Don't Buy The 307 Million Shares They Didn't Sell Friday [View article]
    To now be forever known as Fastbuck!
    May 21, 2012. 09:48 AM | Likes Like |Link to Comment
  • Germany In Recession Already, With The Rest Of The Eurozone [View article]
    Yes, in economies where governments rely on taxation to finance spending, it is simply part of the business cycle.

    Course if you believe in kissing frogs the dynamics are quite different.
    Jan 11, 2012. 01:26 PM | 1 Like Like |Link to Comment
  • Is The Dollar Weak Or Strong? [View article]
    It not a question of letting it do this or that.

    What are the fundamentals that drive the market rate?

    Frankly, the only thing that is going to keep the dollar strong is Tsunami that wipes out the whole of Europe and Asia but leaves both the West Coast and Eastern Seaboard unaffected.
    Jan 1, 2012. 07:29 PM | Likes Like |Link to Comment
  • Don't Rush To Buy European Equities - Wait For Further Fall In Forward P/E [View article]
    It is. The next phase is higher interest rates in the US, which will buckle the charade that mascardes as an economy.
    Dec 26, 2011. 09:25 PM | Likes Like |Link to Comment
  • Don't Rush To Buy European Equities - Wait For Further Fall In Forward P/E [View article]
    Not if you buy banks with their dividend suspended!
    Dec 26, 2011. 02:47 PM | Likes Like |Link to Comment
  • Zero Rate Confusion [View article]
    I think what we all need to understand is that nothing is going anywhere without the banks. Love them or Lothe them nothing including the Sovereigns is going anywhere without them. The system will sustain both their liquidity and solvency until the World economy recovers as the alternative is unthinkable. The rest of us will simply be taxed and inflated into penury to enable this this to happen.

    ....... Unless of course we bite the bullet and buy Bank Stock!
    Dec 26, 2011. 02:40 PM | Likes Like |Link to Comment
  • Will The Shorter Business Cycle Lead To Recession In 2012? [View article]
    "We think that the Western authorities ‘maxed out’ on the benefits of this inflationary decline by pumping monetary and fiscal stimulus into their economies whenever they had an economic problem"

    Are you pulling my plonked?
    Dec 26, 2011. 02:20 PM | Likes Like |Link to Comment
  • U.S. Is The Safe Haven [View article]
    It seems that the markets initialled missed the trick.

    ECB is soon going to be lending 3 year debt against acceptible collateral.

    And, yes, but you didn't guess that will include Italian and Spanish Bonds.

    Yes, the banks have bubbled it, and the cost of Italian and Spanish Bonds is already dropping.

    But, how might you ask, is the ECB going to Italian Bonds from Banks as collateral. Well, it is kind of easy really. Merkel has said that Private sector impairment will not go beyond Greece, so in theory at least there is no risk. It might kind of smack as a bit of scam, but really no bigger than the one Bernanke has been running this past three years.

    Of course the downside is that as Italian and Spanish yeilds drop those in America will rise and any one caught holding Treasury debt is going to get badly burnt. But then that is another story.
    Dec 17, 2011. 07:55 AM | Likes Like |Link to Comment
  • European Banks Need Tons Of Money [View article]
    Well the Gold Bubble has bust. We now enter the final phase of Bubblomics. No prizes for guessing what will pop next. The only real question is when?
    Dec 14, 2011. 11:58 AM | Likes Like |Link to Comment
  • European Banks Need Tons Of Money [View article]
    Well, the cure in America was simply to give banks money for free and then pay interest to borrow it back with the cost going on the tax payer's tab.

    In Europe, however, reluctantly they are starting to address fundamental issues, which will never be possible in the US until you accept the need to finance government through taxation, and attempt to balance the books.

    Up until now we have just had failed negotiations about promises to possibly do something after the present encumbents career is over.

    Merkel by contrast is saying that the necessary actions need to be taken in the here and now, and you are not getting a blank cheque until we have seen some serious intent.
    Dec 13, 2011. 05:24 AM | 5 Likes Like |Link to Comment
  • Federal Reserve: Condition Statement Of Federal Reserve Banks [View article]
    They will do the American thing and print more dollars to cover the shortfall. Some wisecrack economist will determine that writing off debt sanitises just the same as purchasing securities and it will be business as usual.

    Or alternatively, the Fed will see high inflation as the only way to balance the books. As gold is denominated in toilet paper, it will soar until people stop accepting toilet paper for goods.
    Dec 11, 2011. 03:00 AM | Likes Like |Link to Comment
  • Sweden: The Eurozone's Safe Haven [View article]
    The problem is that whilst Sweden may be a safe haven, as an investor you are almost certainly paying a high price in terms of the yeild you get, since as Sweden is paying down debt it is under very little pressure to offer you much of a return.

    Furthermore as Sweden is supposed to be tracking the Euro for eventual entry is unlikely that there is going to be massive currency appreciation which is the usual trade off.
    Dec 4, 2011. 02:01 PM | Likes Like |Link to Comment
  • Where's The Inflation Coming From? [View article]
    "If anything, the Fed is the baby in the backseat with the toy steering wheel and mom and dad (Congress and the Treasury) actually believe the baby is the one controlling the car…."

    Most intelligent thing that I have heard you say.

    The only problem is nobody in the front of the car is actually driving either.
    Dec 4, 2011. 01:54 PM | Likes Like |Link to Comment
  • The Cost Of Super Committee Failure [View article]
    Not a difficult conclusion to draw in view of the fact that much of the new prosperity is based on philosophy of financing government spending from debt rather than taxation. Some on here still believe this is the future.

    Balancing budgets naturally brings performance back in line with underlying potential. Sorry, you find that outcome rather disappointing, but if you ignore the need for proactive management, then you cannot expect to out perform.
    Dec 3, 2011. 07:04 AM | Likes Like |Link to Comment
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