The two largest sell-side firms in our space, Gartner and Forrester (G&F), have been open about their policies of annual 5-7% price increases, plus no client discounts, plus other similar policies, perhaps assuming that the economy will thrive and that clients will not care about 5% here and there. This new policy hints at the possibility that G&F live with each other peacefully, and are...read more
Posts Tagged "inflation"
Again, I’m far from an economist, having taken just one economics course in my entire life. That does not mean that I cannot make judgments on others’ arguments. Especially when I’m dealing with a Nobel Prize winner in economics, Paul Krugman. My two prior posts, Inflation? and Is Japan Economy Precedent for U.S.? address inflation possibilities. We now have plenty of information to analyze...read more
Is Japan’s Economy a Precedent for the Dangers Facing America? I am far from being a student of economics. But on my birthday 3/13, the Economist magazine outlined Japan’s economic plight without ever suggesting that other countries may follow it into the ditch. Japan has by now experienced fiscal deficits and debt downgrades for a long while. Its stock market is about 75% below its peak in...read more
In the investing arena, I’m hooked on “The High Tech Strategist”, a monthly newsletter by Fred Hickey (The High Tech Strategist PO Box 3133 Nashua NH 03061-3133), which presents his personal insights on our economy. Note: Hickey is one of the few experts who participate annually (spread across three issues) in Barron’s Roundtable. He’s also a big fan of Gold. Allow...read more