Hinde Capital Blog Archive

Equities – A Rarefied ‘APP’mosphere

It’s getting hot up here! Equities are toast. We are ringing the bell on the global equity markets on the first day of TWTR: NYSE listing.    

 

We love the Internet, Social Media, Gaming, and software applications designed to run ‘ideas’ on smartphones using mobile phone plans.  We love their creativity and productivity but we don’t love the public valuations of their stocks. They have entered into the ‘APP’mosphere.  

 

What has driven these stocks higher – the power law of internet adoption rates, corporate debt growth, and credit availability are the first factors that spring to mind.  

 

Markets are where buyers and sellers simultaneously agree on price but disagree on value. There is subjective value and then there is objective value. Subjectively we object to these values.   This is an excerpt for the coming HindeSight Investor Letter November 2013 Equities – A Rarefied ‘APP’mosphere.

 

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The growing 90% club and why gold production is going to go to zero

Welcome to the 90% club, membership is free but you don’t want to join.

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SD WAN Cloud Computing

SD WAN enables users in branch offices to remotely connect to an enterprises network through a large web of connected devices over the internet. This provides users with remote access to corporate resources that are not only secure but provide a fast and easy way to connect to enterprise resources, and there are companies like Fortinet that offer SD WAN solutions to companies that need these types of resources.

The solution is based on the Windows Server operating system, Microsoft Lync for Business, and the Microsoft Exchange mail server. This platform enables users to access shared content, collaborate on documents, and participate in shared information management. All of this can be accessed using Microsoft Lync for Business Server.

In the next blog, we will review a variety of scenarios where SharePoint can be used to support the Microsoft Lync for Business Server deployment scenarios.

As shown in figure 1, this diagram shows how two servers can share the same network: One server hosts the Windows Server operating system while the other server hosts the Microsoft Lync for Business Server and Exchange server.

Shared network using SharePoint Server 2010 and Exchange Server 2010.

Note Microsoft Lync for Business Server is also installed on the same server as the Exchange Server 2010 servers and is accessible from the public network and any shared network. Note The Exchange 2013 server is installed on a separate server from the Lync for Business Server server. It is located in a public-facing web site. This provides security and privacy for both services. In this example, Exchange Server 2013 is the only Exchange server installed on the network.
Exchange Server 2010 SharePoint Server 2010 SharePoint Server 2010 SharePoint Server 2010 Figure 2. The Active Directory site, with a single Web site, is installed on this domain. The only server, the Server1, is in the Active Directory site.

Deployment models

An important aspect of an application deployment model is that it must meet two requirements:

It must provide a solution that meets the needs of customers.

It must deliver value for money to customers.

For example, if the business needs to meet the requirements of its customers, then an application deployment model must be capable of doing so.

There are many different deployment models available to an organization, and they each bring different advantages. The three main deployment models are Application Load Balancing, Application Servers and Cloud Computing. Each deployment model has its own advantages and disadvantages. Let’s look at how these differences affect you, and how they impact the way you think about the deployment model that is most appropriate to you.

What is Application Load Balancing?

Application Load Balancing is an architecture that works to improve availability and manage system load. It does this by using multiple instances of a server, which are often called “virtual servers” or “virtual machines”, or simply servers, to handle workloads. When a system needs to be “bursty”, for example, you can increase the number of servers in a system by creating more virtual machines. When a system is down, a server running the load balancer will then spread the load of that server to the remaining virtual machines in the system. Virtual machines are essentially load balancers in their own right, so you could use them to spread a load across your system.

We also have a system called Cloud-init, which you can read about here. This is a tool that runs on servers. The idea is that this runs the setup scripts automatically on a server. This is helpful if you don’t want to write down the commands, and want to make sure they are run at startup.

Where has all the gold gone?

Since 2011, gold is down over 35% while US equities are up 44%.  That is a sizeable move in asset classes which you could argue currently both require QE money printing for support.

The media will tell you that there has been a “great rotation” into stocks and gold ira investors have sold all their holdings. They will tell you that this is because of the “economic recovery” in the US. One look at the ISM Manufacturing index will tell you that hugging the 50 line is hardly a stellar recovery.

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