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Is Cash Really King?

"The one thing I will tell you is the worst investment you can have is cash. Everybody is talking about cash being king and all that sort of thing. Cash is going to become worthless over time. But good businesses are going to become worth more over time."   The above words are from the Oracle of Omaha. However, currently he is sitting on a boatload of cash around 125 Billion. Does that give any hint to the investors?

Machine Programming

Imagine dictating a problem statement to a computer and software gets generated that provides a solution. That is what machine programming is all about. Although around since the 1950s, it is now at an critical juncture.  

What will be impact of US China Trade Situation

U.S. Debt Will Grow: Foreigners will not be able to buy much of US issued debt (Treasuries and Bonds) so US investors may be forced to buy it.   Foreign Capital Inflows Will Fall: Foreigners will have less dollars to put back in the US economy.   Cost May be high: Tariffs will increase the costs.   Slowdown and Uncertainty : Economy may slow due to people slowing spending   Politics will be Key : Any uneasy political dialog will hurt the entire situation.

5G Rolllout

https://www.speedtest.net/ookla-5g-map

How did Apple and Qualcomm Settle Finally?

https://www.cnbc.com/video/2019/04/17/watch-cnbcs-full-interview-with-qualcomm-ceo-steve-mollenkopf.html  

What was the big deal with AAPL and QCOM

These guys have been on each other's throat for the last 3 years now. With the swords back in the sheath they have agreed to call it peace.   After a settlement between QCOM and AAPL both companies can focus on the important issues. AAPL has products to ship with 5G modems and Qualcomm has to focus on execution to maintain the lead in 5G space.   The 5G generation in mobile communications is currently in the roll-out phase, so that it can be assumed that profits and cash flows will increase in the foreseeable future.   Due to the lawsuits the gross margin of QTL business had falled from high seventies to mid fifties. Hopefully with this matter at the back QTL will return to the high seventies gross margin again.   QCOM needs to make sure the adjacent opportunities are being worked upon. They have the 82cx chip out for always on Laptops. QCOM will have to make sure that it gains traction with top Laptop manufacturers.   Resolution of this current licensing disputes with Apple should

In Simple terms what is Capitalism and Is it good?

The rewards you get are commensurate on the amount and quality of work you do. That is a simple way to define Capitalism. The rewards you get is called the "Capital". You can then use that Capital to get trained in the work you are already doing and do that more effectively and be more productive.   By increasing your own productivity you can be more valuable and hence can demand more rewards from then on. And this cycle continues.....   So you get paid for performance.   Yes indeed it is a good system as it gets the best out of each one of us.   A contrasting system is Socialism. In that everyone pools in their rewards and it is then distributed according to the needs of the people. In such a system you don't get paid for performance but according to your needs.   In this system there is a risk that people become complacent and do not give their best or work towards increasing their work output or productivity.   Hence between the two, Capitalism seems to be better.