The Race Is On For The AI Chip
Nvidia is experiencing an enormous bull run, much of it driven by its success in datacenters. We believe artificial intelligence will emerge as the most generic important technology in a […]
We Are All Slaves To Facebook
The share prices of big tech companies are powering ahead. No wonder, as the position of some of these are basically unassailable. Given the available space, we’ll show this here […]
Oil Is Dead
At the extension of the OPEC agreement we again calling for its irrelevance, just as we did days after the first agreement. There are simply numerous structural headwinds working against […]
Shareholders Rejoice In Booming Big Tech, But There Are Downsides As Well
Stock valuations are very high, especially in the technology sector. However, these are in part driven by powerful platform economics. These forces confer companies with enormous economic clout and positions […]
The puzzling way that writing heals the body
Then he waited for six months while monitoring how often the students visited the health centre. The day he saw the results, he left the lab, walked to his friend […]
Is This A Bubble?
Stocks are expensive, but in and of itself, this isn’t necessarily a problem. As long as bond yields stay benign and there is no recession or other dramatic economic event, […]
Only The White Heat Of Technology Can Revive Growth
US growth his hitting constraints from labor productivity and labor force growth. Big tax cuts will do little to solve these constraints. The US could do much better by embracing […]
Human tests suggest young blood cuts cancer and Alzheimer’s risk
Older people who received transfusions of young blood plasma have shown improvements in biomarkers related to cancer, Alzheimer’s disease and heart disease, New Scientist has learned.“I don’t want to say […]
Bond market’s recession warning is at odds with stock market near record highs
Stocks are near record highs, driven by surging tech shares, a sharp contrast with the bond market, where interest rates have been sinking on worries the economy just isn’t getting […]
Tech Data’s Acquisition Of Technology Solutions Will Give It Legs
Tech Data is a well-run company that has been rewarded by a steady rise of its share price. By taking over Technology Solutions, it is expanding, rather than using its […]