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

2024: The year of.....

Wishing you a joyful New Year filled with laughter, love, and unforgettable moments, surrounded by cherished family and friends. May the 2024 bring similar gains as in 2023! I had great 2 weeks break with travels to Turkey with family and then solo trip to Palm Springs. Both places are amazing and definitely worth a visit if you get chance. Talking about gains in 2023 - Here is recap of 2023.. Inflation fallen below 4% and heading towards 3% Unemployment firmly below 4% Real wages growing above 4% GDP growth around 3% Markets: S&P notching one of the best year with 24% gains while Nasdaq doing even better with 40% gains thanks to Magnificent-7 (or TAMMANNA) many of which had triple digit gains My personal recommendations did exceptionally well - many of which were up by high double digits (e.g. INTC) and some of them had triple digit gains (e.g. META) All in all - 2023 was great year.  As calendar changed to 2024, what's in store for new year? This is election year in many coun
Post a Comment
Read more

Roaring 20s....Again!

About 2 years back coming out of COVID pandemic, I wrote blog titled " New Roarin' 20s.."  It covered what happened in 1920s and what are the factors now which would trigger new roaring 20s. Do check out the blog...almost all factors are valid even now. 2022 went sideways due to inflation pressures which triggered historical steep rate hikes by central banks which led to tech companies taking more measured approach and laying off 200,000 employees....all of that changed in Nov'22 when ChatGPT was launched...even though I had mentioned AI/ML as one of the factor in my previous blog, ChatGPT really captured the imagination of the world and changed the outlook of AI instantly similar to what Netscape did with the Internet and iPhone did with the mobile. The singular concept of "Language is the Interface" made AI accessible instantly to billions of normal people....And now without mentioning AI, no talk starts or ends in tech world..and despite onsite of most-aw
Post a Comment
Read more

It was not meant to be...

I imagined today' day (Nov 19, 2023) little differently than what it turned out to be..had a watch gathering at my place with few friends for India vs Aus ICC Cricket World Cup Final. Both teams deserved to be in the final - India winning all games in this tournament and Aus winning last 8 games after initially losing 2 games at start of tournament. The match was being played at the biggest stadium in the world (over 132,000 capacity) and over billion people tuning in...maybe most watched single sports event ever. After Australia won the toss, they choose to field (that's what most likely India wanted). India started well but then wickets kept dropping and India ended with total of 240 all out. That's when all of us knew that the dream of winning third world cup is over...despite one of the best bowling squad India ever had....The score was just not enough even for the best bowling to defend against one of the most professional and mentally strong team....No wonder Australi
Post a Comment
Read more