Most sectors of the economy, and most of the stock market, are going nowhere now. The best companies are growing,...
Read moreThe best prism through which to see current events is something I’ve been writing about here for over 15 years....
Read moreIt’s not the “Magnificent 7.” It never was. This era is defined by the companies I called “Cloud Czars” in...
Read moreIt’s becoming clear to me that 2024 will be a global hinge point. That's not based on, but on technologies...
Read moreI am in my 46th year as a business reporter. The same issue that troubled me at the Houston Business...
Read moreAmerica’s economy is by far the biggest in the world. It’s built on incentives favoring oil and gas that have...
Read moreThe biggest surprise to me, reading the latest economic statistics, is that people are surprised. I mean, there are literally...
Read moreIn some ways liberals are the most conservative of people. We seek to protect things that aren’t worthy of protection....
Read moreIn writing (and rewriting, and rewriting) my book on Moore’s Law, I’m fascinated by industries that fight it with some...
Read moreI wrote last month about the EV Revolution and there’s a further point I need to make. The car business, as...
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