A lot of stuff is happening out there in the real world. 

The financial industry is still unwinding financial leverage from 2008. 

There are a lot  of ‘decoupling’ talks in the financial media and analyst world which is fancy talk for we are waiting for something interesting to happen in the markets. 

In the media world, unbundling is the word of the day, year and decade. You know how bullish I have recently become on content. Yesterday Ben Thompson went deep on the subject with an essay on ‘the great unbundling‘. 

Read it all. 

As a consumer it’s time to relax. Things are pretty good. As an entrepreneur or an investor it’s crunch time.