Alm 2010

Feedburner is a fantastic service provider. I think they will grow rapidly in the Business to Business segment. I slowly start to understand that Google is right on it. Its a beautiful world out there.

I have a feeling that many big players have come to a conclusion that Corporate debt is at attractive levels. Its fantastic how two days off can help the whole financial market. Would not be surpriced if we see a very strong market on monday. Market will stay very volatile but the trend is still bullish. My guess is that we see new highs on the stockmarkets within a week. Wonder what we will worry about next? Dont kill me if I am wrong.

I am still working on my site and the more you learn the more you understand how little you know. I am trying to learn more about feeds and import/export of media in general. I think www.feedburner.com is a great service and its no surprise that also Google thought so. I am trying to find out more about pros/cons with www.facebook.com and www.myspace.com .Will come back with my thoughts.

Good and Bad appears in balance sheets with a will attached. Where do I find Greedwill. There has been a huge arbitrages in the mortgage and LBO markets. Finaly we see that it was not without risk. Its a healthy sign. Actually its very strange that so many people without any special kind of skill could make so much money during such a long period of time.

Mortgage market: I think it is rather obvious that it will become more individually priced again. Probably at rather unchanged levels for house owners that doesnt need the loan, at higher rates for people that need them and if you badly need it, it will not exist.

The market for LBO financing: You have to look at it as you do in all business. A deal has to be ok for everybody involved in it. Otherwise there is no deal. We have to rename it to BO or maybe lBO (small L). I think we will see new forms of financing for Buy Outs. One interesting modell could be through options where existing shareholders finance the deal. If you are interested to know how that could work then you can always ask me kindly in an email.

The market in general: Actually rather unchanged US markets since last friday. When you read and listen to media and your neighbours you get another feeling. I think the markets show a lot of strength and maybe the huge increase in implied volatility will keep the markets around these levels. You can find good value but no bargains. If you like risk there could be a good timing for a covered call strategy.

Market data: (change compared to last week) 10 year treasury 4.78 (+0.04) Swedish OMX (-4%) FTSE DOW (+0.5%) NASDAQ (+1.5%). The CBOE volatility Index (VIX) is up from 20 to 29 in two trading days. That is a showing of the anticipated risk in the market. My experience tells me that when its expensive to take insurance you dont need one.

If you never heard of Wei Wei its not so strange. She is from China. How many Chinese people can you name ? I am rather sure about that you will hear more about her. Maybe soon. Maybe from a mobile close to you. I will come back with more information soon. Have a look at weiwei.mobi and if you can name many Chinese, please forgive me.

This site is run by me, Peter Almberg, and is so far only experimental. I will try to write about things that interests me and will continue to do that until it develops by itself to something else. My goal is that I can give you some new ideas that can be developed and used. I have been working on the financial market for about 25 years which makes me feel rather experienced. But how fun is that ? I like new things, love to find solutions and I adore people that stays curious for their whole life. Today I run a small consulting business, Almberg tvåtusentio AB, and we have recently started up a small investment company. My focus is to find small interesting companies that either needs a little bit of corporate advice or more serious help related to capital increases or takeovers. I am not actively looking for new clients through this site but you never know what happens. If you have ideas or comments please feel free to contact me. All the best.

Global Gaming Factory x AB, "GGF" (www.globalgamingfactory.com),  has developed its own platform for distributing media to larger gamingcenters mainly in Europe and North America. GGF is also through its subsidiaries, CyberCaféPro and Smartlaunch, one of the biggest players (maybe biggest) for providing necessary software to run a gaming center or larger Internet café. I think a lot of companies out there want to direct their marketing towards this crowd. We are a shareholder in GGF so of course we are subjective but at a marketcap of less than US 20 m. it´s probably not expensive. I will come back with more information about GGF in the near future.

Problems on the market for Sub-prime mortgages are spreading to prime mortgages and of course to the overheated market for corporate lending used for leveraged buyouts. A flight to quality, both in stock and bond market. Yields on 10-year treasury notes down from 4.96 % to 4.74 % in a week. I think this storm brings a buying opportunity. If you are waiting for a crash on the stock market it has to come from "nowhere" and the problems we see now were known for several months. Many traders and investors are now saying " Look, do you remember what I said ?" I guess you have to wait for a while before we get a proper "crash".Although activity on the leveraged buyout scene will become less leveraged and it will become harder to get a new mortgage without proof of necessary income. Maybe this nervousness only helps the market to stay strong longer. I thought we would get a major correction this fall but maybe that will now only happen much later because of the self regulatory action we see now. It s amazing how well a market economy sometimes works.All the best

The fight is here to stay for a while and I think both are winners. The "all business is local" saying will make local "M-dot" sites more logical where the biggest local one is the "M-dot"com. At the same time we see a very clear trend of internationalization which speaks for dotMobi. No single market is any longer big enough for real success. Most big sites today are organized in many local ones. It makes sense for them (read often dotcom)  to use the "M-dot" when they enter the mobile arena. Local tax authorities and geographically divided contracts in general also speaks for the "M-dot" road. But if you are a true independent multinational company the dotMobi sign is the one to chose. Do they exist ? Don´t forget that on Internet you have a name but in the mobile you are a number.What if that number becomes your domain name or your name becomes that number ? If I had a homepage for mobile use I would probably use my number as the domain name and go for dotMobi. As always its also a matter of what I have to pay. There will not be any free lunches for operators and telcos. Its very hard to predict and I am actually more confused now than 20 minutes ago. Please forgive me for my language I´m a Swede.