December 8
The day I wrote these, President-Elect Trump nominated Omarosa Manigault, former contestant on The Apprentice, as an assistant to the president and director of communications for the Office of Public Liaison. Kinda says it all. Anyways, let's reflect on my (in-)ability to predict the future.…
October 31
At the end of every year, I pick a Big Tech stock I believe will outperform its peers in the coming year. My 2025 pick was Alphabet: I believed the market had overestimated the threats to Google’s search businesses by AI and antitrust. At the…
June 27
Next week the Republican-led Congress plans to move President Trump’s Big Beautiful Bill one step closer to law. The most recent CBO analysis factoring in interest rates, inflation, and economic growth put the cost to $2.8 trillion. Democrats have criticized the bill but haven’t offered…
January 31
Hair of the Dawg It’s the final day of Dry January. I tried it, didn’t last. I’m now drinking (again) like a Pan Am pilot in the seventies. Anyway, the 22% of U.S. adults who abstained from alcohol this month will get a personality upgrade…
December 6
The hottest product in tech is Bluesky, adding 1 million users a day since the election. CEO Jay Graber says the platform will never have ads, as ads are the road to “enshittification.” OK then. Ad-supported media, as a whole, is one of the least…
October 25
The Last Swing Voters The catastrophizing, from both sides, re “The end of America” if s/he wins is obnoxious and recognizes neither history nor the resilience of the U.S. We’ve survived much worse than her/him. However, it’s clear that, as in any election, some groups…
October 18
The most impressive, and unimpressive, product displays of 2024 occurred last week — from companies headed by the same person. The largest booster rocket ever assembled was called back to terra by gravity; then, as it approached the Earth’s surface, engines ignited that navigated the…
June 7
Throughout human history, if we had access to more than we needed, we kept the excess to survive in leaner times. Having surplus items also signaled wealth and desirability as a mate, and key rituals often depended on precious items being stored safely. Our ability…
May 24
Note: This newsletter is not investment advice. Five years ago, Nvidia was a second-tier semiconductor company known for giving Call of Duty better resolution. Today it’s the third-most-valuable company on Earth, with a dominant 80% share in AI chips, the processers underpinning the largest, fastest…
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