Topic
Future
A collection of 168 issues
An Unconventional Approach to Investing Amid Mega-Cap Market Dominance
More than AI Recalibration Behind Layoffs at Google and Microsoft
I promised yesterday that I would deliver this post today. That's one promise kept. If somebody let you down today, it wasn't me.
Back in the sepia-toned days of my early career – when I wore a zoot suit, a skinny tie, and a gangsterish fedora
A Brief but Terrifying Nightmare on Wall Street
I could have written about any of dozens of topics today. I was tempted, after reading for the second time Julian Barnes’ Nothing to be Frightened Of, a meditation on death and dying, to plump for death – as a subject of discourse, you understand, not as a final existential act.
If Big Money Goes Private, Whither the Public Markets?
Retirement: Don’t Believe the Stereotype
At the end of June, I will have been nominally retired for exactly one year. I’ve used the word nominally with considerable care, though I just as easily and accurately might have invoked the word ostensibly.
What do I mean when I introduce these qualifiers? Well, people ask me
Cisco Touts Brighter Future Amid Current Travails
Despite Challenges and Executive Departures, Arista Reassures Market with Results and Guidance
Parsing Juniper’s Reticent Quarterly Results
AI’s Runaway Capex Raises Questions, Signifies Big Changes Ahead
Alphabet (Google), Microsoft, and Meta were among the companies posting quarterly financial results this week. (Amazon will report next week.) The market responded enthusiastically to results from Google and Microsoft, but Meta’s results aroused ambivalence followed by deep concern.
Beyond the respective revenues and earnings of the technology behemoths