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A collection of 27 issues

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.

Are Troubled Restaurants Canaries in the Consumer-Economy Coal Mine?

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

Big Tech Sheds Office Space, Intensifying a Trend with Other Tech Consequences

When reading articles and doing research, the goal is obviously to clearly understand the information you receive. If you’re serious about learning and gaining knowledge, however, you also consider what the information implies but not does state expressly. You take in the information in front of you, of course,

When Momentum Fades and Exhaustion Looms

Momentum always flags and falters eventually. It’s only a question of when it will happen.

The Accelerating Drive To AI Consolidation

By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.