Skip to main content

SuperBowl 50!

Welcome to Bay Area for Super Bowl 50. This much awaited yearly show is in town and just 3 miles from where I work (@Cisco). In fact it is so near of Cisco's campus that Cisco's parking lots could be used to park cars and walk. It's great to have such a major event in heart of Silicon Valley. Last week we went to SFO to enjoy the excitement. Tomorrow we would enjoy the show at one of our friends place (tickets are not available and affordable with lowest ticket price of $3000 if you could get it). By some estimates, Super Bowl would boost Bay Area economy by nearly $800 Million. Nice sum of change when tech industry seems to be losing some ground (especially when high-fliers like LNKD and DATA crash by over 45% in one day).
Given it's February and longest political show on earth is about to get into high-hear,  it's time for some predictions

  • Carolina Panthers would win Super Bowl 50 (even thoughjwin by Denver Broncos would capstone Peyton Manning's illustratious  career)
  • Next week's New Hampshire Presidential Primary could give clear direction to Republican nominee process and seal Mrs. Clinton as Democratic nominee. So here is my specific prediction
    • Rubio would emerge as winner (and close 2nd) in NH primary - this double definably decelerate Mr Trump's momentum and could even de-rail his presidential aspirations completely. I am still behind my original prediction that Mr. Rubio would become Republican nominee against Mrs. Clinton as Democratic nominee. All of this would be sure decided on Super Tuesday (Mar 1)
  • Markets would continue to be volatile (DOW going up or down by 100+ points) for next few weeks and may settle down in March. Once Fed gives clear indication that it is on hold for some time may give markets some breather and possible have a leg up in Spring/Summer
March is also critical for our family with Yash's college admission results coming in. Yash had worked really hard all throughout his school years and college applications. We are hoping that he gets into one of his dream colleges. Best of luck Yash!
/Shyam

Comments

Post a Comment

Popular posts from this blog

Clicks to Tokens: Will 2026 Echo 1998's Boom or 2000's Bust?

My "blogging" was in hibernation last 8 months due to my self-imposed restraint given the environment as well as built-in inertia to get started despite so many interesting events and markets reaching all time highs after taking a big dump around "Liberation Day" in Apr...Around that time I had the blog ready that it would be repeat of Mar/Apr 2020 panic and recovery during onset of Covid Pandemic. The hunch happened to be correct and I was glad that I could keep and take some positions which I am still holding especially around AI theme. But that was then...as 2025 is about to wrap up in 10+ weeks, let's look at what's in store for rest of 2025 and 2026. And what's better time than to start writing again just before one of the most important week on the calendar with multiple key events coming up next week... Fed meeting to decide the course of interest rates - it's almost guaranteed that Fed will cut rates by 25 basis points (2nd time in 2025) and...
Post a Comment
Read more

2026: The Year of Convergence – Melt-up, Moonshots, or Mid-cycle Correction?

Happy New Year! After another period of self-imposed hibernation from the blog—partly due to the festivals, travel, intertia and partly to watch the dust settle on a chaotic 2025—I decided to use the quiet of this New Year’s morning to finally reboot.  Looking back at my October post,  “Clicks to Tokens,”  the hunch about the AI theme held firm. We spent much of 2025 debating whether we were in 1998 or 2000. As we enter 2026, the answer seems to be "neither and both." We have the roaring optimism of the 1920s fueled by "Silicon Spirits," but with the high-speed volatility of the 2020s. So, as the calendar flips, what is in store for 2026? Markets may experience melt-up (S&P touching 8000),  with some moonshots (like SpaceX and OpenAI) IPOs or even see mid-cycle correction bringing down S&P to 6000. That's a wide range and will be decided by Four R's... Here are my thoughts on the " Four R’s ":  Rates, Robots, Rotations, and Real Assets. 1. ...
Post a Comment
Read more

Rockets, Relics & Roaring Markets: The $4 Trillion Crossroads of 1927 and 1999

Happy (almost) Summer! After watching Kevin Warsh get sworn in at a White House ceremony two days ago, tracking three S-1 filings that could collectively hoover up more capital than every U.S. IPO since 2022 combined, and watching 26-year-old stock charts finally break to new highs — it felt like the right moment to ask the uncomfortable question out loud. Are we at a party that ends gracefully, or one that ends with the furniture on fire? The market is simultaneously flashing the neon signs of 1999  and  the orchestral excess of 1927. Most commentators reach for the dot-com playbook. I think the original Roaring Twenties is the better map. Here's why... Assembly Lines to AI Clusters Ford's River Rouge complex was the largest industrial facility on earth in the 1920s — raw iron in one end, a Model T out the other. Steel, rubber, and oil became the picks-and-shovels of the age. GE and Westinghouse were electrifying factories and homes. The infrastructure buildout  was ...
Post a Comment
Read more