The Market Is Expensive. But Is It a Bubble?
Looking at valuations, yields and what history says about expensive markets.
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CoreWeave & Oracle vs. Lehman: Systemic Risk Reassessed
Is AI infrastructure financing the next Lehman? Where the comparison is useful, where it breaks down, and what to watch.
Read the restOracle (ORCL): AI Backlog, Capex, Credit & the Best and Worst Cases
Updated for Q1 FY2027: Oracle's $664 billion backlog, $288 billion of off-balance-sheet leases, record credit spreads, and best, base and worst-case scenarios through fiscal 2029.
Read the restCoreWeave (CRWV): Credit, Capital Structure & the Best and Worst Cases
Updated: CoreWeave's debt stack and maturities, distressed bond pricing, customer concentration, and best, base and worst-case scenarios through 2028.
Read the restThe AI Elements: Mapping Metals to the Buildout
Most people who talk about AI investing talk about chips and the companies that design them. But a data center is physical. It needs copper for wiring, silicon for chips, uranium for power, and a list of other materials most...
Read the restMarket Timing Lesson Learnt
I had a brutal reminder today that in most cases time in the market is better than timing the market. I had a significant amount of Tesla stocks that I had accumulated over last few years, thinking that they will...
Read the restInvestment Methodology
After trying several different things over past 10 years (I am in my late 30s/early 40s) I have settled on following Investing methodology based on my financial goals and their time horizon. In my case first four are foundational pillars...
Read the restEquifax Data breach
Equifax Data breach settlement Information from FTC + some additional resources https://www.ftc.gov/enforcement/cases-proceedings/refunds/equifax-data-breach-settlement Equifax is offering is at minimum USD 125 settlement if your information was leaked during the breach. There are two parts of the settlement Free Credit Monitoring and...
Read the restExperience from Roofing Claim
LONG POST ALERT ** Notes from the Roof replacement experience after May 2019 storm. Please share your experience/thoughts.** Memorial Day storms in the area caused some significant roof damage and it was first claim we ever made on our home...
Read the restTools that will help you with savings and Financial Goals
One of my childhood friends and I were chatting. I promised him that I will get this information out to him. I figured rather than putting this only in an email I will publish this to my blog and keep...
Read the restList of Podcasts I listen to
It's been a long time almost 3 years, since I posted a blog entry. Wow! Where does the time fly. A lot has happend in 3 years some great stuff, some not so great stuff. The reason I started writing...
Read the restCraziness of Information Technology World
Updates from the week ending Saturday Sep 17, 2016 Information Technology world was in its childhood from late 80s early 90s, it was a teen ager mid-90s to early/mid 2000s and then it took off. Lately it seems like it...
Read the restCar Maintenance
I am a very frugal guy. I want the best prodcut or solution money can by at the best price, I have few rules around how I do it though. 1. I do not believe in negotiating down labor of...
Read the restGreatness I have witnessed
In my lifetime I am very fortunate to have lived through the time of such greatness. In Cricket - I have seen Sachin Tendulkar, Kapildev, Sunil Gavaskar, Wasim Akram, Imran Khan, Greham Gooch, Martin Crowe, David Boon, Dean Jones, Clive...
Read the restWeather!
Well - I had to take a couple of minutes to talk about this today! Today and tomorrow are going to be coldest days as far as winchills go I have seen since I moved to US. It has snowed...
Read the restExchange 2010 CMDlets Reference on Technet
Exchange 2010 CMDlet Reference is located here! http://technet.microsoft.com/en-us/library/bb123873%28v=exchg.141%29.aspx
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Dumbest Automated Email I received from Paypal
So I spent about 9 dollars using paypal to grab HDMI cable and connectors off of ebay using paypal. Within minutes I got an email saying "You've almost hit your Paypal sending limit". Funny!
Read the restMobil 1 Oil Change March 2013
So finally it was an oil change time. I have been doing Mobile 1 Syntetic High Mileage www.mobiloil.com/USA-English/MotorOil/Oils/Mobil_1_High_Mileage_5W-30.aspx with Mobile 1 Oil Filter for last couple of times. I have been definately seeing improvement in performance and ride has been...
Read the restNetTalk with ASA Firewalls
I have been dealing with issues with NetTalk not working as expected with my ASA5505. Symptoms I have seen are it will work for a bit with a solid green and then green would start blinking indicating connections are blocked...
Read the restCisco 3750X Switches
Cisco 3750X Series switches are widely adopted with several successful deployments out there. Link below provides quoting and sales related information for those switches. http://www.cisco.com/en/US/prod/collateral/switches/ps5718/ps6406/product_bulletin_c25-578934_ps10744_Products_Bulletin.html http://www.cisco.com/en/US/docs/switches/lan/catalyst3750x_3560x/software/release/12.2_53_se/release/notes/OL19594.html
Read the restCisco 3850X Switches
Cisco recently introduced 3850X Series Access Layer switches - first product to offer wireless convergence. Switch will still be running IOS which will provide great ease of management and bandwidth saving since APs willl not need to go back to...
Read the restBlackberry Server Compatibility Chart
BlackBerry Enterprise Server Compatibility charts are located at link below. http://us.blackberry.com/support/software/server_compatibility.jsp#tab_tab_compatibility http://us.blackberry.com/support/software/server_exchange_ver_jan_6_12.pdf
Read the restExchange 2010 SP2 supportability matirx
Exchange 2010 supportability matrix is located here.. http://technet.microsoft.com/en-us/library/dbac2d40-da8b-469f-a265-1d1f948fe446%28EXCHG.141%29.aspx
Read the restPeformance Gathering Tools
Below is the link to some performance measurement tools.. http://flippingbits.typepad.com/blog/tools.html
Read the restCisco ASA IPS and IDS SKUs
Cisco has ASA skus with IPS enabled, below link provides those skus. http://www.cisco.com/en/US/prod/collateral/vpndevc/ps6032/ps6094/ps6120/ps6825/product_data_sheet0900aecd80404916_ps6120_Products_Data_Sheet.html
Read the restMicrosoft Product Life Cycle Search
If you need to know about a particular MS Product life cycle you can use following link. http://support.microsoft.com/lifecycle/search/
Read the restFIM 2010 Training Videos
Seems like microsoft has some training videos available for FIM 2010. They are located at http://technet.microsoft.com/en-us/forefront/ff793470
Read the restHow to rebuild Sysvol and Netlogon Folders
I ran into an interesting issues where at a customer site netlogon and sysvol folders had disappeared from both domain controllers they had and I had to fix it so that my Citrix Profile Manager GPO will apply correctly (Totally...
Read the restP2V Failure using Vmware Converter
Ran into an interesting issue.. I was trying to convert a Windows XP VM from xen to vmware using vCenter Converter Standalone. Conversion will fail in 10 seconds with Status "Failed: Unable to create a VSS snapshot of the source...
Read the restDiscovery and Health check processes
I am currently working on putting together IT environmental discovery processes, health check and standard documentation processes in place goal is to put together these documents for following areas, it will take me a while but hoping to get it...
Read the restDell Performance Analysis Collection Kit - DPACK
Dell just came out of with a new server profiling tool. Dpack can be downloaded from support.dell.com can and typing DPACK in search box. It can scan Windows, Linux and ESX/ESXi 3.5, 4.x and 5.x using VCenter. It allows collection...
Read the restNirsoft, Sysinternals and WSCC
I use Nirsoft and sysinternals tools quite a bit. They are very useful in complex troubleshooting scenarios. They go through updates regularly. In past I will manually check their website to download newer version but I just came across Windows...
Read the restWorkload Consideration for Virtual Desktop Reference Architectures
VMWare has a nice tool to do VDI workload testing for capacity planning and architecture validation perspective Desktop Reference Architecture Workload Code, it is available to VMWare partners only from Partner Central. Below is the link to RAWC white paper...
Read the restVMWare View Technical Resource Center
Below is the link to VMWare View Technical Resource Center, it is one stop shop for Documentation & Guides, White Papers & Reports,Technology Partner Resources and Reference Architectures. http://www.vmware.com/technical-resources/products/view.html
Read the restVMware Resources
Below is the list of some required VMWare reference resources for deployment and troubleshooting VMWare Knowledge Base http://kb.vmware.com/ VMWare KBTV http://blogs.vmware.com/kbtv/ VMWare support insider http://blogs.vmware.com/kb/ VMWare Technical Papers http://www.vmware.com/resources/techresources/ VMWare White Papers http://www.vmware.com/technical-resources/
Read the restHigh CPU utilization of inactive Windows virtual machines
http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=1077
Read the restTechnet Reference: How to Create DAG from Commandline
http://technet.microsoft.com/en-us/library/dd351172.aspx
Read the restVMWare View to Support PCoIP over Internet
It appears that VMWare is finally going to bring in support for PCoIP across internet. See link below. http://communities.vmware.com/community/cto/desktop/blog/2010/12/13/secure-remote-access-with-view-and-pcoip It will be interesting to see what move will Citrix make to make their product appealing. In my opinion One of...
Read the restKemps Load Balancer and Exchange 2010
I ran into an interesting issue where misconfiguration of kemp load balancer turned a Exchange 2010 environment into open relay internal to organization and internal client machines will be able to send out email to external recipient without authenticating Setup...
Read the restUseful Exchange 2010 CMDlET
ALLOW ANONYMOUS RELAY TO EXTERNAL DOMAINS By Default Anonymous Permission group allows mail flow to internaly domains only, to allow devices authenticating as anonymous users anonymous logon needs to have ""ms-Exch-SMTP-Accept-Any-Recipient"" Extended Right which can be set by using following...
Read the restCitrix Consulting White Papers
Citrix periodically publishes and continuosly updates Consulting white papers which can be found at http://support.citrix.com/product/xa/v5.0_2008/consulting/
Read the restHP iLO Evaluation Keys
HP provides 60 - 120 days evaluation for Advanced iLO licenses it can be found at the link below. http://h20000.www2.hp.com/bizsupport/TechSupport/Document.jsp?lang=en&cc=us&taskId=120&prodSeriesId=2512052&prodTypeId=18964&objectID=c01215495
Read the restFirst Look at Exchange 2010 - Part 1
I just took Microsoft Online Clinic 6900- Introudction to Exchange Server 2010. Here is the summary of from the clinic, these are rough notes as I was taking it. This one is from Part 1 - Introduction to Exchange 2010...
Read the restBlocking InternalDomain Name Coming from outside with Anonymous Authentication
Exchangepedia.com has an excellent article on HOW TO: Prevent annoying spam from your own domain which can be found at following link http://exchangepedia.com/blog/2008/09/how-to-prevent-annoying-spam-from-your.html CMDLET to Prevent spam from your own domain Get-ReceiveConnector "Incoming Internet Mail" | Get-ADPermission -user "NT AUTHORITY\Anonymous...
Read the restGenerating and installing Exchange 2007 Cert on Windows 2008
Step1 Genererate CSR Request New-ExchangeCertificate -GenerateRequest -Path c:\mailserver_domainname_com.csr -KeySize 1024 -SubjectName "c=US, s=Wisconsin, l=Madison, o=My Company Name, ou=IT, cn=mail.EXTERNALDOMAIN.com" -DomainName OPTIONAL.EXTERNALDOMAIN2.COM, autodiscover.EXTERNALDOMAIN.com, SERVERNETBIOSNAME, SERVERNETBIOSNAME.INTERNALDOMAIN.local -PrivateKeyExportable $True If you are not a EMS person- Digicert has made it easy for you...
Read the restFix for Citrix Eventlog Errors 0, 1309
Yesterday - with one of Citrix Installations I support users reported that Web Interface performance has started degrading. Initially it took longer for initial loading of web page to get to Citrix Logon Page and longer logon times once users...
Read the restOpenDNS
OpenDNS is an excellent way to provide basic internet access control on your network for free. It uses St. Bernard to provide Web content filtering, anti-phishing and some basic Malware Protection. OpenDNS nameservers are 208.67.222.222 and 208.67.220.220. you can use...
Read the restProject HoneyPot
Project HoneyPot Provides - HTTP Black List along with IP Monitoring Services for Free. You can donate MX Records or setup HoneyPot scripts on your website. http://www.projecthoneypot.org/
Read the restGourami Tools
Gourami has some excellent Citrix Tools, They used to be free but Most of them are paid at this point. One of the better free one is UNICA which allows you to uninstall all versions of ICA installed on a...
Read the restHP offers 60 Day Eval for iLO
HP offers 60 days Eval License for iLO, it can be found below https://h20293.www2.hp.com/portal/swdepot/try.do?productNumber=HPICEVAL
Read the restADModify.net
ADModify.net allows you to change user properties in Bulk. It uses LDAP variables - not standard Windows Variables. For Example %username% is used as SamAccountName. It gets job done very quickly. Very useful tool if want to move TS Profile,...
Read the restWindows 2008 Documentation
Documentation for Windows Deployment Services in Windows Server 2008 Windows 2008 WDS Documentation Windows Server 2008 Step-by-Step Guides
Read the restIncredible Hulk
Watched Hulk this weekend... Good Movie... Would rate it B+... It was filmed in few different countries. Brazil, Guatemala, US and Canada. As a surprise Mr. Stark from Ironman shows up @ the end wouldn't tell you what he does...
Read the restTornado Season 2008
First weekend of June 08 - there were 14 confirmed tornadoes, 11 in Dane County alone... Second weekend of June 08 - there were 11 confirmed tornadoes Lots of flooding during second week - I-90 is closed, Lake Delton drained...
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