Gregory Lampshire

Are we in a fed bubble? Some people say no! But if you just look at the numbers, say the NASDAQ, its up 50% since the end of last year. If you recall, the fed started printing money in 2019. The indexes are up alot even though unemployment is high. Does Wall Street really need to do any math here? After all, financial analysis is fairly useless. Or is it? ...

I recently watched a few videos from the dremio sponsored data lake conference: https://www.dremio.com/press-releases/introducing-subsurface-the-cloud-data-lake-conference/. It’s a good collection of videos about a relatively new topic, data lakes. Data lakes are an architectural focal point for data management. Some people think data lakes are new, especially vendors selling you on data lake tools and consulting. The new hotness is “separating compute and storage,” although that’s been going on for nearly four decades. Even though data lakes are the new hotness, rumors suggest that data lakes are hard to show and deliver ROI. There are many reasons this may be true. We should step back and look at data lakes. Data lakes are nothing new, but their implementations have changed. ...

While we all cannot shelter-at-home as well as we all might wish to, shelter-as-home has reminded me of how important family is to me. During this primary sheltering period, we have both children at home. Both are in college now and one mostly permanently lives a couple of hours away–a bit too far to drop by at the spur-of-the-moment. The other son will soon start a rigorous program that will not allow him to visit home very much for a few years. ...

While many states reman under lockdown, it is clear that sheltering-in-place and working-from-home are truly enabled by technology. From the internet to your phone to your tablet/computer, we communicate, get work done and do things from home. However, not all workers can do that. Many people need to touch and interact with the everyday world. Technology helps them, but they still need to be out there helping. While the promise of robots is great, they are not ready to do everyday chores. Those that cannot shelter-at-home are teaching us the value if being in-person. ...

The relatively large, not in absolute terms, stimulus package indicates that corporate America and the marketplace, by and large, are not really working well. Over the past few years, we’ve had multiple interest rate drops, panic buying at the Fed window and other indicators that things are amiss. If we as Americans want to reduce taxes on companies and people and take on an emergency funding model for running our government, that’s our choice. It’s a poor model but that’s where the conservative push-and-shove has led us. ...