investment

The best prism through which to see current events is something I’ve been writing about here for over 15 years....

It’s not the “Magnificent 7.” It never was. This era is defined by the companies I called “Cloud Czars” in...

It’s becoming clear to me that 2024 will be a global hinge point. That's not based on, but on technologies...

I am in my 46th year as a business reporter. The same issue that troubled me at the Houston Business...

Over the last six months shares of Toyota Motor are up 16%. During the same period shares of Tesla are...

America’s economy is by far the biggest in the world. It’s built on incentives favoring oil and gas that have...

The biggest surprise to me, reading the latest economic statistics, is that people are surprised. I mean, there are literally...

https://www.youtube.com/watch?v=vcEOsGvT0qA There’s a single rule I’ve learned studying technology this last half century. Product must be in charge. The alternative...

In writing (and rewriting, and rewriting) my book on Moore’s Law, I’m fascinated by industries that fight it with some...

I wrote last month about the EV Revolution and there’s a further point I need to make. The car business, as...