Topic
Public Markets
A collection of 65 issues
When We Cannot Know: Considering the Suspenseful Case of Super Micro
Today we will look back and look forward. We'll recall a dark tale of a notorious mining company – no longer among the corporate living – and we'll compare and contrast what happened back then with what is happening and might happen at server vendor Super Micro. Fortunately,
Musk’s Empire: Why Tesla Might Suffer from Rise of SpaceX
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