Most sectors of the economy, and most of the stock market, are going nowhere now. The best companies are growing,...
Read moreIt’s not the “Magnificent 7.” It never was. This era is defined by the companies I called “Cloud Czars” in...
Read moreIt’s becoming clear to me that 2024 will be a global hinge point. That's not based on, but on technologies...
Read moreAmerica’s economy is by far the biggest in the world. It’s built on incentives favoring oil and gas that have...
Read moreThe biggest surprise to me, reading the latest economic statistics, is that people are surprised. I mean, there are literally...
Read morehttps://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...
Read moreIn some ways liberals are the most conservative of people. We seek to protect things that aren’t worthy of protection....
Read moreI wrote last month about the EV Revolution and there’s a further point I need to make. The car business, as...
Read moreOne thing no one talks about regarding commercial real estate is that it’s a technology story. Reporters facilely talk about...
Read moreWhat the Internet did to words in the first decade of this century, it’s now doing to video. I have...
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