1—–>3—–>5
Terrible—>Fantastic
5
Tribe Called Quest, A – We got it from here…Thank You 4 Your Service
4
Radiohead – A Moon Shaped Pool
MIA – MAYA
MIA – Matangi
Robinson, Frederic – Flea Waltz
Lamar, Kendrick – untitled unmastered
Lamar, Kendrick – To Pimp a Butterfly
3
Weeknd, The – Starboy
Sey, Seinabo – Pretend
Dirty Projectors – Dirty Projectors
2
Banks & Steelz – Anything but Words
1
Among the things I learned this week:
* The meddlesome wannabe psychologist on Miracle in 34th Street is the lawyer in The Thin Man, Porter Hall. (Courtesy: Personal Experience)
* Weck Sturz Glass Canning Jars, and specifically the 12.5 oz one, makes an excellent grind-collection container for KitchenAid Burr Coffee Grinders.
* USPS makes a regular habit of providing a delivered status for packages, marking them delivered just in time for the shipper’s promise to customers, and then delivering them one to two days later. (Courtesy: Personal Experience)
The most recent issue of Capitalist Times Premium has my latest article, Take Your Head Out of the Cloud. The piece reviews the evolution of the cloud environment and identifies a corresponding stock investment opportunity due to a market overcorrection.
On the one hand, there’s the public cloud, where a company’s data is stored and computing run by a third-party company at another site. On the other hand, there’s the private cloud, which is the new name for a company buying, running, and using its own data centers with its own staff.
Don’t drink the Kool-Aid: Companies still do this, and they do it a lot. Analysts at JPMorgan & Chase (NYSE: JPM) estimate that only 5 percent of current data center spending is for the public cloud.
In the past, several cloud providers have tried to win the massive private cloud market by shoving their capabilities into other people’s data centers. This hasn’t worked too well, with Azure and Oracle’s Corp’s (NYSE: ORCL) now quietly hushed-away efforts being the most visible ones.
I also wrote an October update article for CTP‘s model portfolio that focused on recent tech M&A activity.