The Democratic Party’s victory in the midterms was not especially surprising. (I have been saying for two months that the ...

Have you ever sold a winning position just to watch the shares continue to run higher? How about your losers? Have you ever held onto hope and a losing position for longer than you should? Then you ...

I have written on various aspects of artificial intelligence for the last two weeks. My intention was to move on to do some ...

It is a distinctly American trait to create environments where entrepreneurs thrive, hard work leads to a better life, and a ...

When a Credit Default Swap Isn’t about Credit Just this last week we saw Broadcom's $63 billion Anthropic financing vehicle, Meta's $95 billion stock sale, neoclouds still shut out of credit, SK Hynix ...

We’re smack-dab in the middle of the most important week of third-quarter earnings reporting. Over one third of S&P 500 ...

For most of my career, and really my adult life, there were the “Big Four” telecom companies—Verizon (VZ), AT&T (T), T-Mobile (TMUS), and Sprint. The industry started to consolidate in 2004. When the ...

For the last two years, I have been writing about the promise of Artificial Intelligence, noting the extraordinary, unbelievable, galactic-sized capital investments needed to move this new technology ...

Below, you’ll find the presentations and panel discussions from the Strategic Investment Conference in video and audio format. Enjoy them at your leisure on any of your devices—computer, tablet, or ...