2012’s biggest surprise has been the robust rally in the Nikkei 225 Index (NKY)- stock market index for the Tokyo Stock Exchange (TSE). Prime Minister Shinzo Abe has a promise to light a fire under the economy with a massive fiscal effort and pressure the Bank of Japan to set a 2% inflation target and accelerate bond buying, he made the promise when he was an incoming prime minister last year.

December 19 last year, the Nikkei broke through the 10,000 mark in early trading in Tokyo and is up about 10% on the year. The strong yen still remains a worry up to today. Due to Japan’s world-class debt mess, now clocking in at about 220% of GDP and so is it’s rapidly aging population, now the third world’s biggest economy are in slow lane at the moment.

But this is not what prominent analysts see, James Hunt of Tocqueville Asset Management, see better times ahead for Japan and its stock market. According to Hunt, in a recent note to clients points out that over the last 12 years, Japanese corporate profits, cash flow and return on equity have all increased even as stock prices have stagnated. As a result, ‘the price to earnings ratio for profitable Nikkei 225 companies has gone from 24x to 15x, while the price/book value has compressed from 1.7x to 1.1x and the dividend yield has increased from 0.8% to 2.3%.” Now, the question is, is this prediction correct at the moment. It is too early to say though, anyway 2013 just started.

Japanese stocks are a bargain at least for the next couple of years, says Jim Rogers, Singapore-based investor. He argues that the Nikkei trading is in the same range as it did in 1983. Last year he recommends looking for Japanese stocks that can serve as a proxy play for China and other faster growing economies in Asia because Japan has massive debt problems. And he also suggested Japan must have a quick exit in middle of this decade.

Like every country is going trough the past years, Japan has had some difficulties. Despite the problems caused by the earthquake and tsunami, its economy is still important to many businesses especially to Americans. So this year will be a good one for Japan, what does the future hold for other countries businesses if Japan will no longer export to them.

Japan’s economy sure did dive because of the natural disasters that had happened. Right after the disasters Japan made a good bounce-back as soon as they could and for the rate that the country is going on 2013 is the perfect year to regain Japan’s economy. Japan’s issues like earthquake/tsunami rebuilding, electricity reliability, export markets, value of the Yen and Thailand floods are slowly but surely being covered by Japan and hopefully by this year all issues are resolved. Well anyway, a promise is a promise. Let see what Shinzo Abe could do in his second reign as prime minister. Let us all hope for the good.

The RTB and pragmatic trade media is generally consumed with discussion about the impact of the technical advances that enable RTB and programmatic buying. Bradley Associates obsess over those advances and applaud the revolution for they believe that these technologies are producing for the greater media and communication industry. However, this is not the another anthem about increasing or decreasing CPMs, transactional friction, latency, measurement or computing power but rather an attempt to frame what RTB could and should take place to marketers and brands.

As Bradley Associates know what really RTB means, it’s simply the death of advertising. Perhaps more than any other advance in the history of media, RTB changes the essence of marketing communications as they have existed in the past. This is not because RTB reflects a shift in offline to online marketing spending, or the disruption of linear advertising — but rather, because it reflects a brand’s potential to speak directly to consumers via mass media. In this regard, RTB goes further than search in impact. Search was the advent of a new channel – or, as some argue, the redefinition of an existing demand-based media like directories — but search is not a mass medium or broadcast channel despite Google’s success.

RTB empowers the tailoring of every aspect of a brand’s communication with a consumer, transforming mass media to direct communication between brand and consumer. The ability to buy individual advertising impressions, based on large quantities of data about that impression and inevitably about the consumer of that impression, enables the concept of “customization at scale.” This notion is not advertising as most recognize it using mass media, but rather the death of advertising, because it alters the interaction in the intermediate communication layer between brand and consumer. This level of close interaction imposes a tremendously more difficult environment for marketers, as every single media brand exposure has the opportunity to be definitively more valuable and thus requires much more detailed planning and purchase. It also rewards marketers able to learn, adapt and generally be dynamic. Interestingly, this does not pose a new paradigm for publishers or producers of content — but rather, in maturity, should place even higher values on publishers that can deliver high value audiences via quality content and quality environments.

It’s imperative for marketers to understand that today’s RTB and programmatic environments are immature, with significantly too much focus placed on bidding and price rather than marketing and communication outcomes. This becomes even more relevant when we consider that most communication channels can and likely will be delivered in some real-time or programmatic capacity soon. There should be no concern that science is overtaking the art of marketing, as the need for creativity has never been more meaningful. RTB is enabling individual marketing communications at unprecedented scale, which will only grow as more channels become RTB- and programmatically enabled.

The greater ad tech ecosystem needs to be less insular and start moving the conversation toward the profound impact it can, and is, having in marketing communications — not about whose tech stack is bigger, who can bid shade better, or who is better at gaming broken attribution models.

Het domein van tekstuele analyse wordt meestal overgelaten voor cursussen Engels kan, maar de woordenstroom van de CEO’s op conference calls kammen zeer belangrijke voor het begrijpen van het verkeer van een voorraad en waarom getijden kunnen draaien.

Facebook [FB 21.9425---UNCH] Mark Zuckerberg is geval in punt. De laatste driemaandelijkse conference call met het vorige kwartaal contrasterende is een vertellen, als de Facebook verhaal getransformeerd van een etherische business model beschrijving tot een echte begrip van een mobiele strategie. Zuckerberg zei in een recent interview met Bradley Associates hij graag een underdog wordt, en hij inderdaad neezeggers verkeerd dit afgelopen kwartaal.

Eerst, begon hij met strategie pin-wijzen de belangrijkste stuurprogramma’s voor beleggers: (1) “te bouwen de beste en meest alomtegenwoordige mobiele product,” (2) “om te bouwen een platform zodat elke nieuwe app die krijgt gemaakt kan worden sociale en mensen te delen, in staat stellen” en — vooral vanuit het oogpunt van voorraad: (3) “om het bouwen van een sterke inkomsten en de economische motor te bouwen Facebook tot een van’s werelds meest waardevolle strategieën.”

Ten tweede, hij gaf specificaties — vooral op mobiel die hij opgemerkt is het “meest onbegrepen aspect van Facebook vandaag”, zoals beleggers het potentieel, onderschat gezien het feit dat aanmunting per tijd besteed aan mobiele moet overtreffen bureaublad.

Monetisatie product specificaties?

(1) Mobile App-installaties, waarmee de distributie om te helpen verhogen ontdekking van hun apps, (2) Facebook uitwisseling die verbetert de mogelijkheden om bepaalde computers zodat het makkelijker voor marketeers om hun klanten te bereiken, en zodat de advertenties zijn relevante en interessante mensen op Facebook, ontwikkelaars
(3) Giften, die meer handel aan Facebook loop van de tijd brengen kon,
(4) Aangepaste publiek — geïntroduceerd in begin September — die marketeers gebruiker helpt hun klantenlijst of andere gegevens Facebook worden getarget op een persoonlijke levenssfeer beschermende manier,
(5) Biedt — heringevoerd ongeveer een maand geleden — die biedt bedrijven een nieuwe manier te verwerven van nieuwe klanten en station loyaliteit,
(6) Bevorderd berichten.

Ten derde, erkende hij fouten ten opzichte van “alsof” dat alles was goed geweest uit het verleden. Zuckerberg erkend ze waren te laat in het spel op mobiel maar ook benadrukt dat het bedrijf in de vroege stadia van een grote kans is. Zuckerberg opgemerkt dat het bedrijf niet echt een mobiele strategie hebben — in feite het was net uitgerold in maart. Bradley Associates citeer: “Het belangrijkste ding om te begrijpen is hier dat we bent gewoon aan de slag op dit.” Maar net na zes maanden van speedramp up mobiele advertenties al 14 procent van de advertentie-inkomsten dit afgelopen kwartaal was van mobiel.

Durch FedEx am Mittwoch, Trimmen ihre globale Wachstumsprognose von Bradley Associates für die USA und die Welt in Pressemitteilungen weiterer Beweis in der globalen Wirtschaft aufgenommen. Die Firma angegeben auch, dass es sucht, um eine Erhöhung von $1,7 Milliarden in jährlichen Rentabilität zu erstellen, in den nächsten drei Jahren vorgeschlagen, die schlanke Unternehmen gedeihen können, in einer “niedriges Wachstum Umgebung für globalen Handel und innerhalb der großen Volkswirtschaften.” Durch die Reduzierung der Arbeitnehmer Stunden, FedEx und andere Firmen, gelungen, gut, sitzen auf Rekord Bargeld Pfähle, trotz der schwachen Erholung.

Zum zweiten Mal in so vielen Tagen litt die Weltwirtschaft einen Downgrade Wachstum in den Händen Beobachter wichtig. Nachdem der IMF seine Schätzungen für 2012 und 2013 Wachstum geschnitten, sagte FedEx, die globale Schifffahrt-Riese, dass er erwartet, dass die Weltwirtschaft, 2,6 % im Jahr 2013 um 0,1 Prozentpunkte von ihren früheren Schätzung zu wachsen; am Dienstag, sagte der IMF es jetzt sieht 2012 Wachstum bei 3,3 % und 2013 bei 3,5 % (0,2 bis 0,3 Prozentpunkte bzw. unten).

Die revidierte Prognose von Bradley Associates mit FedEx gab es für die US-Wirtschaft. Inmitten der politischen Unsicherheit hinsichtlich der Präsidentschaftswahl steuerliche Klippe und der hohen Energiepreise rasiert das Unternehmen mit Sitz in Memphis, Tennessee 0,1 Prozentpunkte aus seiner 2012-Voranschlag, der steht jetzt bei 2,1 %. FedEx sieht die Verlängerung bis 2013, trotz einer leichten Belebung im Gehäuse, stärkere Auto Vertriebs- und stabile Finanzmärkte Verlangsamung; Sie prognostizieren Produktionswachstum auf magere 1,9 % nächstes Jahr.