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Two Different Investment Universes

Juxtaposed today.

"Global mobile data traffic grew 2.3-fold in 2011, more than doubling for the fourth year in a row," Cisco's new "Global Mobile Data Traffic Forecast Update" link.

"Europe 'Plays With Fire' as Greek Rescue Hits Barrier" (Bloom)

"Last year's mobile data traffic was eight times the size of the entire global Internet in 2000." (Cisco)

"Euro Economy Shrinks, Is Recession Next?" (CNN)

"Mobile video traffic exceeded 50 percent for the first time in 2011." (Cisco)

"Greece Battles to Salvage Bailout Package" (Reuters)

"Mobile network connection speeds grew 66 percent in 2011." (Cisco)

"Oil Rises to One-Month High on Report Iran Cut Exports to Six Countries" (Bloom)

"Average smartphone usage nearly tripled in 2011." (Cisco)

Left click on chart to enlarge.