by Michael Keane
Per a story written by Jonathan Gitlin fron Ars Technica (story link here), Alphabet's Waymo has been granted a license to operate as a taxi in the Phoenix, AZ area. This should add leverage to the autonomous driverless vehicle industry as more and more of the public will have access to its use. Fiat Chrysler should also see some added marketing and advertising coverage from this as more of their vehicles will be on the road and available for the public to experience.
Getting more eyes and experience behind the driverless vehicles is paramount to continue to develop the technology, and the attitude of the public. While there will be issues, it seems that step by step, driverless vehicles are becoming more of a reality. The likely jump in revenue is not far behind for Waymo and Fiat Chrysler.
Monday, February 19, 2018
Tuesday, February 13, 2018
Part 4 - The Debt Load of the Tax Bill
by Michael Keane
Part 4 of the series on Likely Tax Bill Outcomes will focus on the debt load increase that has been created by the bill. There is a correct feeling of danger towards the idea that this will add over $1 trillion to the nations debt without a backstop or plan if the debt does not look to be paid off after a couple of years. If this is the case, it will be just another unfortunate financial burden that the Boomer and X generations (I am considered part of Generation X) will put on Millenials and beyond.
There is an ideology that the tax benefits from the increased profits from both corporations and individuals created will more than cover the current debt that has been saddled on the taxpayers. While this may sound like a probable process, greed and envy tend to get in the way of the plan. The likely scenario will be much different than this. Previous similar actions have been met with less capital expenditures and higher dividends to investors from corporations. Individuals that receive the most financial benefits will likely save and not spend the majority of their tax bill savings. There is also the issue of rising rates which will reinforce the issuance of dividends and increase savings.
This tax bill could not come at a more peculiar time. The Federal Reserve is about to start unloading their massive balance sheet. The administration is presenting a budget that increases spending. Adding all three actions up at the same time does not sound like good fiscal planning. The securities markets are going to need time to digest this action. You can look for ten year interest rates to continue to climb north of 3 percent in the next 6-12 months. If it moves quickly, ripple effects will be felt in the stock market and the economy as a whole. It is strange that Republicans who champion the idea of fiscal conservatism are in charge. These actions on the tax bill clearly show that regardless of party, fiscal responsibility has some serious blinders on. It's kind of a bummer.
You can find the links to parts 1-3 below:
- Tax Bill Likely Outcomes (Part 1)
- Corporate Responses to Tax Bill (Part 2)
- Here Come The Earnings (Part 3)
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
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Part 4 of the series on Likely Tax Bill Outcomes will focus on the debt load increase that has been created by the bill. There is a correct feeling of danger towards the idea that this will add over $1 trillion to the nations debt without a backstop or plan if the debt does not look to be paid off after a couple of years. If this is the case, it will be just another unfortunate financial burden that the Boomer and X generations (I am considered part of Generation X) will put on Millenials and beyond.
There is an ideology that the tax benefits from the increased profits from both corporations and individuals created will more than cover the current debt that has been saddled on the taxpayers. While this may sound like a probable process, greed and envy tend to get in the way of the plan. The likely scenario will be much different than this. Previous similar actions have been met with less capital expenditures and higher dividends to investors from corporations. Individuals that receive the most financial benefits will likely save and not spend the majority of their tax bill savings. There is also the issue of rising rates which will reinforce the issuance of dividends and increase savings.
This tax bill could not come at a more peculiar time. The Federal Reserve is about to start unloading their massive balance sheet. The administration is presenting a budget that increases spending. Adding all three actions up at the same time does not sound like good fiscal planning. The securities markets are going to need time to digest this action. You can look for ten year interest rates to continue to climb north of 3 percent in the next 6-12 months. If it moves quickly, ripple effects will be felt in the stock market and the economy as a whole. It is strange that Republicans who champion the idea of fiscal conservatism are in charge. These actions on the tax bill clearly show that regardless of party, fiscal responsibility has some serious blinders on. It's kind of a bummer.
You can find the links to parts 1-3 below:
- Tax Bill Likely Outcomes (Part 1)
- Corporate Responses to Tax Bill (Part 2)
- Here Come The Earnings (Part 3)
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
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Sunday, February 11, 2018
Week Ending 2/10 Review (KDK Options trades, Donation to Shriners, more)
The week had some activities worth noting.
KeaneVCC
- A donation was made to Shriners Chicago Hospital A link to the post is here.
- The KeaneVCC blogs of KeaneVCC, KDK Options, and KDK Fund recieved over 500 views for the month of January.
- M&M's are now advertising on KeaneVCC blogs!
KDK Options
- A spread trade in the Canadian Dollar $FXC was sold for a profit. A link to the post is here.
- A spread trade in Bank of America $BAC has started. A link to the post is here.
** This blog is used for informational purposes only. It should not be used as a recommendation to buy or sell any security. Do your own due diligence before trading or investing. If you would like up to the moment communication on KDK Options trades, email at kdkoptions@gmail.com **
KeaneVCC
- A donation was made to Shriners Chicago Hospital A link to the post is here.
- The KeaneVCC blogs of KeaneVCC, KDK Options, and KDK Fund recieved over 500 views for the month of January.
- M&M's are now advertising on KeaneVCC blogs!
KDK Options
- A spread trade in the Canadian Dollar $FXC was sold for a profit. A link to the post is here.
- A spread trade in Bank of America $BAC has started. A link to the post is here.
** This blog is used for informational purposes only. It should not be used as a recommendation to buy or sell any security. Do your own due diligence before trading or investing. If you would like up to the moment communication on KDK Options trades, email at kdkoptions@gmail.com **
Friday, February 9, 2018
Donation to Shriners (Thanks KDK Options, KDK Fund, Bullied Comics)
Good Morning
On this snowy morning in Chicago, we thought, why not make a donation today to Shriner's Hospital in Chicago? So we did! We love what they do and work towards providing as much as we can to their cause. This happened because of the hard work at Keane Venture Capital and Consulting (Bullied Comics), KDK Options (trades on the US Dollar, Canadian Dollar, and Bank of America), and KDK Fund (Dividends from Ford).
Donating to charity is a pillar of the company. It is in our mission. In fact, we will not be taking a deduction of the donation due to our belief that the benefits of charity should not come back in the form of lesser taxes. Charity is a first order action without any return expectations. Besides, we all have family or friends in the military or otherwise who receive federal benefits (social security, medicare, etc.). Taking the deduction takes from them. We are not going to do that in order to increase our profits.
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
On this snowy morning in Chicago, we thought, why not make a donation today to Shriner's Hospital in Chicago? So we did! We love what they do and work towards providing as much as we can to their cause. This happened because of the hard work at Keane Venture Capital and Consulting (Bullied Comics), KDK Options (trades on the US Dollar, Canadian Dollar, and Bank of America), and KDK Fund (Dividends from Ford).
Donating to charity is a pillar of the company. It is in our mission. In fact, we will not be taking a deduction of the donation due to our belief that the benefits of charity should not come back in the form of lesser taxes. Charity is a first order action without any return expectations. Besides, we all have family or friends in the military or otherwise who receive federal benefits (social security, medicare, etc.). Taking the deduction takes from them. We are not going to do that in order to increase our profits.
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
Saturday, February 3, 2018
Waymo Alphabet's next Big Thing
by Michael Keane
With the expansion to Atlanta, Waymo is beginning to look like Alphabet's next big revenue generator. They are entering the holy trifecta that search, Android, and YouTube entered; growing customer base, growing partner base, and growing marketplace.
With Atlanta opening up, the number of people using the service is continuing to grow. The more miles that the service goes, the more confidence will grow in the driverless concept.
Waymo has a nice set of known partners on the driverless ride. Having a major motor company like Fiat Chrysler is a big deal. Everyone knows and is comfortable with the vehicle (Caravan) that is used. There is no "what is that" comment when looking at the vehicle, which puts customers at ease. Having Trov on the insurance end is also big, but on a different end. Most major insurance companies are fighting the driverless concept at one level or another. The reason is that the record of safety for these vehicles puts the margins of auto insurance at risk. A previous article on this subject can be found here. Insert Trov, who provides the insurance for not just vehicles, but all items in this sector. The numerous tech partnerships are too many to name. One big one is governmental partnerships. They are growing.
The driverless marketplace grows with almost new news weekly on the topic. Motor companies are investing millions on the concept. Governments are preparing their roads for it. More and more tech companies are spending on this concept.
When you put all of these things together, the likelihood of major success is high. Alphabet has to feel good about the way that John Krafcik and his team are running Waymo.
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
With the expansion to Atlanta, Waymo is beginning to look like Alphabet's next big revenue generator. They are entering the holy trifecta that search, Android, and YouTube entered; growing customer base, growing partner base, and growing marketplace.
With Atlanta opening up, the number of people using the service is continuing to grow. The more miles that the service goes, the more confidence will grow in the driverless concept.
Waymo has a nice set of known partners on the driverless ride. Having a major motor company like Fiat Chrysler is a big deal. Everyone knows and is comfortable with the vehicle (Caravan) that is used. There is no "what is that" comment when looking at the vehicle, which puts customers at ease. Having Trov on the insurance end is also big, but on a different end. Most major insurance companies are fighting the driverless concept at one level or another. The reason is that the record of safety for these vehicles puts the margins of auto insurance at risk. A previous article on this subject can be found here. Insert Trov, who provides the insurance for not just vehicles, but all items in this sector. The numerous tech partnerships are too many to name. One big one is governmental partnerships. They are growing.
The driverless marketplace grows with almost new news weekly on the topic. Motor companies are investing millions on the concept. Governments are preparing their roads for it. More and more tech companies are spending on this concept.
When you put all of these things together, the likelihood of major success is high. Alphabet has to feel good about the way that John Krafcik and his team are running Waymo.
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
Thursday, February 1, 2018
Waymo expanding to Atlanta
In a partnership with Georgia Tech, Chrysler, and other local businesses, Waymo is expanding into the metro-Atlanta area. A link to the Atlanta Journal Constitution story by Becca J G Godwin can be found here. Some notes on the article and the progress made for driverless vehicles are below:
- Gov Deal mentions likely decrease in auto deaths with the continued expansion of driverless vehicles.
- Increased experience exposure for driverless car industry, and every entity connected to it from tech to insurance
- Starting to see Waymo as Alphabet's next big success joining the ranks of YouTube and Android
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
- Gov Deal mentions likely decrease in auto deaths with the continued expansion of driverless vehicles.
- Increased experience exposure for driverless car industry, and every entity connected to it from tech to insurance
- Starting to see Waymo as Alphabet's next big success joining the ranks of YouTube and Android
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
Here Come the Earnings (Part 3 of Tax Bill Outcomes)
by Michael Keane
This is Part 3 of the "Tax Bill Analysis" series. It will focus on the support it will create for corporations earnings levels and the stock market as a whole. Please read parts 1 (link here) and 2 (link here) if you haven't already.
The recent tax is about to show its true worth to the economy. That is because it is about to show up on the balance sheets of US corporations. The first earnings cycle is going on in report after report, the one common theme is how much better earnings will be because of this new tax bill. From the banks like JP Morgan or Bank of America, to energy companies like BP or Shell, to tech companies like Apple or Microsoft, this bill is one big windfall. This one of the main reasons why corporations spent millions of dollars lobbying for this bill. It literally means billions of dollars for them and their shareholders. Per disclosure, through retirement funds and partners, some of KeaneVCC's money is invested in shares of these corporations.
This buffer or ignitor for earnings also will have an effect on the market as a whole. PE, or Price to Earnings ratios will drop because of the raised earnings. This puts stock prices at a cheaper level in terms of value. It could either send the market higher, or at the very least buffer any normal drops or corrections seen in the market.
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
This is Part 3 of the "Tax Bill Analysis" series. It will focus on the support it will create for corporations earnings levels and the stock market as a whole. Please read parts 1 (link here) and 2 (link here) if you haven't already.
The recent tax is about to show its true worth to the economy. That is because it is about to show up on the balance sheets of US corporations. The first earnings cycle is going on in report after report, the one common theme is how much better earnings will be because of this new tax bill. From the banks like JP Morgan or Bank of America, to energy companies like BP or Shell, to tech companies like Apple or Microsoft, this bill is one big windfall. This one of the main reasons why corporations spent millions of dollars lobbying for this bill. It literally means billions of dollars for them and their shareholders. Per disclosure, through retirement funds and partners, some of KeaneVCC's money is invested in shares of these corporations.
This buffer or ignitor for earnings also will have an effect on the market as a whole. PE, or Price to Earnings ratios will drop because of the raised earnings. This puts stock prices at a cheaper level in terms of value. It could either send the market higher, or at the very least buffer any normal drops or corrections seen in the market.
** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence.**
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