Song Sheet Strategy

01/23/2020

Just say'in.

https://www.cnbc.com/2020/01/23/junk-debt-hits-new-record-posing-elevated-default-risks-moodys-says.html

01/23/2020

Worth noting (again)

Current debt wave is largest, fastest and most broad-based since 1970s, say economists

01/23/2020

Facts are facts. Great visual read. My take? First, I believe capitalism is the best model to create a higher standard of living but is too often corrupted, like so many of our societal systems and trusted leaders. I have run into too many narcissistic people in my career working as a consultant. They value their own pocketbook over employees and even customers. Second, I stand by my prediction of a looming global recession (60% of those who responded agree). I'm not buy the Bull's (sh**) story that "the world is nearly recession-proof (Goldman Sachs). Too much debt, not enough workers in the US (full employment) and workforce productivity is flat to down. Plus, the US population is growing under 1% a year. I don't care how much new business is available if you don't have the people to manufacture or serve. At the end of the day the orders go unfilled. I say US GDP growth in 2020 is 1.5% at best, and possibly down if the bubble bursts.

01/14/2020

In case you were doing something a lot more interesting than listening to the speech by Governor Albert Bryan, Jr. Here are the highlights and insights: The good news: the economy grew almost two p…

01/21/2019

On this Martin Luther King Jr. Day, we can all reflect on the positive influence this man brought forth with his vision and leadership. We hope and pray that his wisdom extends to the leaders of our day and age. The strategic relationship between American and China must be struck for future peace and prosperity: This article is a must read!

In some 25 years of attending Davos, the Atlantic Council's Fred Kempe says he's never seen "such concern among its attendees about emerging risk."

01/10/2019

I must say, as previously expressed, I agree with Dan. iPhone prices are coming down soon:

Hedge fund manager Dan Niles believes Apple's troubles are much bigger than China, and Wall Street is largely ignoring them.

01/07/2019

Tweaked product by increasing the pace, and eliminating politics. People who watch TV would like to escape politics for a few minutes, otherwise they would watch cable news all the time:

The viewership spike occurred alongside a record offensive season.

11/29/2018

This Song Sheet is worth a read. Here is what managers were told to sing to the 175,000 employees. Bottom line, is the time to cut "waste" and eliminate old products - when the economy is at the top (or wait until a recession hits)? Do you agree with their approach?

The Detroit automaker cited rising commodity prices and interest rates as reasons to ask 17,700 employees to retire from the company.

11/25/2018

Well that didn't take long - Apple is already reducing the pricing on some iPhone models in Japan. This market will be the test to see how sales and revenue perform before expanding the program. The test will take at least 1-3 months to play out. Stay tuned for more reductions and promotions.....

This week’s Apple Loop includes falling iPhone sales, Apple cuts iPhone XR pricing, the return of the iPhone X, a review of the Mac Mini, everyone waiting for the MacBook Air, and the best Black Friday deals for Apple hardware.

11/23/2018

If your mission says why you exist, and your vision states what you will achieve and become, doesn't your values speak of who you are and what the world can expect in behavior? Do you agree with John? Is it okay to sometime violate your values for wealth?

Discussing Google's potential launch of a censored search app in China, Alphabet Executive Chairman John Hennessy tells Bloomberg that any company that does business there must compromise its "core values." 

11/19/2018

Apple's strategic revelation is not surprising. Apple has taken great pride in increasing the price of their phones - among the most expensive on the market. But they are being forced to change their strategy - so moved by the consumer. Just like consumers wanting cheap, disposable razors they aren't buying the new generation of phones as broadly as they always have.

Apple on their recent investor call said they are more focused on generating add-on income to the installed user base (iTunes, iCloud, services, ads, etc.). It isn't about selling expensive phones to as many people as possible any longer, but monetizing the user base. That means two things, (1) look for the price of iPhones to come down next year, (2) look for more ads and promotions to you, the iPhone user. Another tech giant, transitioning strategy.....while the stock craters.

The Wall Street Journal reported, citing people familiar with the situation, that Apple has slashed orders for the iPhone XR, XS and XS Max models. The three models were unveiled in September.

11/15/2018

I couldn't of said it better. Right from the horse's mouth: Lose track of your audience, lose your business:

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At an all-hands meeting, Amazon CEO Jeff Bezos was asked what he's learned from the failures of big retailers. Bezos told employees that "Amazon is not too big to fail," and that the company must stay hungry.