Topic
Markets
A collection of 68 issues
Taking Stock in Strange Times
I’m back. Perhaps you hadn’t noticed that I’d gone. Well, too late, because I’m back.
For a few days last week, I suffered an abundance of thoughts, though few of them – none, actually – merited sharing with an audience. There are times when it’s advisable to
Intel’s Board Deserves Its Share of Blame for the Company’s Long Decline
Dell Warns that AI Ascent Will Not Be Linear
Living on the Nuclear Edge – Don't Worry, Not That One
One of the certainties of life is that neither good times nor bad times last indefinitely. Another certainty is that companies, as well as individuals, will experience ups and downs.
Dealing with good times isn’t a problem. Regardless of whether you’re steering a ship or whether you’re
Mind the Adaptation Gap: Why the Late-Stage Information Age is a Time of Great Peril
I’ve spent a lot of time ruminating during the past few weeks, and I’ve concluded that many of you are too polite to tell me what I’ve been doing wrong. I thank you for your empathy and kindness, but I would not have objected to a constructive
No Surprises in Cisco’s Latest Quarter, but Federal Storm Clouds Threaten
Personal Reflections on Tariffs and the Law of Unintended Consequences
I grew up in a blue-collar neighborhood. Nobody in our area had much money, except for a few people who might have been connected to organized crime, and I assume they did what they could to hide evidence of prosperity and to obscure the provenance of any alleged ill-gotten gains.
Reviewing Beneficiaries of GenAI Datacenter and Infrastructure Spending
Getting It Right on Intel
I’ve heard there was an election in the United States.
You will find an abundance of commentary on the election results elsewhere, but don’t look for any of that prattle here. Almost everybody who provides a post-mortem on election results will attempt an analysis through a prism of