Topic
Public Markets
A collection of 43 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
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.
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
AI Infrastructure Spending Gives Tech Investors a Halloween Fright
Tech Reaches the Geopolitical Summit: The Rise of Datacenter Diplomacy
There’s an article in – of all places – Foreign Policy that I recommend you read.
I recommend that you read the article not because I wholeheartedly agree completely with everything it says – the piece raises perhaps as many questions as it answers – but because I think it provides valuable insight