The Money Game by Adam Smith (George Goodman) is one of my favorite investment books of all-time. The book was originally published in 1968, but it’s still more than relevant for investors today because it’s a study of behavior and human nature on Wall Street. Human nature is the one constant across all market environments. The … Read more
I talked a bit about Amazon and Apple teaming up to develop AI strategies to compete and beat Alphabet/Google and Microsoft the other day. It got me thinking: why are we talking the American Big Tech giants when there are several Big Tech Asian giants namely Alibaba, Baidu, Tencent and NVIDIA themselves. What are their AI … Read more
If the FCC leadership wasn’t changing hands, the Notice of Inquiry could be the first step toward a rulemaking. “We cannot ignore these complaints, especially not when we know that it is possible to do better… We want to help improve the customer experience, understand what tools we have to do so, and what gaps … Read more
Paul Tudor Jones made some waves last week on a CNBC interview: He’s worried government spending and deficit levels are going to lead to a crisis: “The question is after this election will we have a Minsky moment here in the United States and U.S. debt markets?” Jones said, referring to shorthand for a dramatic … Read more
Under the best circumstances, most identity protection services can only provide a few ways to prevent identity theft. That’s because the protections they offer only operate at the credit bureau level, which reports on transactions related to credit cards, loans, and mortgages. Things like obtaining fake driver’s licenses, receiving medical care under a false name, … Read more
