Open Sesame

Alibaba will have more transactions this year than Amazon and Ebay combined.

Yahoo looking to make the quarterly numbers sold its stake in Alibaba loosing firm footing on a future nobody can yet imagine.

Billion trickle down

Like an analyst explained in the middle of the Facebook IPO debacle before being silenced by the crowd: With so many users they -Facebook- are bound to find a way to profit. With a billion people registered, if they find a way to monetize just 10%, it becomes a 100 million revenue. And this is what they did. From nothing, Facebook now has 150 million in revenue from mobile advertisement.

It is not just Facebook. It is also the amazing alliances Facebook is able to forge now that they have so many investors and users locked in.

In the earnings call, they explained the vision: Mobile advertisement will resemble more TV advertisement with more videos and interactions than in the desktop. The last earning calls were about trying to figure out the new mobile advertisement. Probably, they were looking at the same channels as their desktop counterpart. Their Vision Quest has delivered answers, and it has trickled down from the Dream world for everyone to follow.

KaGooG

GOOGLE qualified for the diving Olympics today. Kaboom. Biiiig Kaboom like the Supreme Being says in the Fifth Element.

Mobile has cheapen the value of the derivative click; then, there is the other already known cause: MOTO ROLA. Google's VPs had to rephrase their original stand of listing Motorola separately. They realized there is no way around it. At least they behaved better than Groupon following their existential conundrum after being surprised with the fact that their opinion might not be real in the real world.

Don't look where there is none

Don't look for a breakthrough where there is no breakthrough; don't look for a cliff where there is no cliff.

This is the new good mantra from Cramer especially when referring to the Tech sector.

"Stay with consumers" - he says. China's exports to the US increased last month, and even though Amazon hired a staggering number for temp workers for the holiday season, we will have to wait and see.

In the other side of the coin, there is Google looking for the next breakthrough. This is a a major change for recent history since Intel created its venture capital arm. Risk management is being done at the top of the major corporations while they look to seed new ventures. This makes them hope to become a solid investment in one hand, but it challenges the traditional investment analysis. The question is - Can they do better than the market on their quest? History says no.

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The De of Decision Making

A study suggests good managers are right 65% of the time. In risk management, this is catastrophic.

The ultimate quest for leadership leads corporations to failure and stagnation by default. Strong selling is the only way to mask this.

An average Hedge Fund manager has to be right 90% of the time. To beat the average, he or she has to be right 95% of the time.

Leadership has shifted from the Art of delegation and of getting the right things done the right way.