BREXITed – UK Gain, EU Pain
So ok the UK is out. The pundits tell us that was a really bad move by the Brits. I beg to differ. Actually I think that BEXIT is going to lead to the British economy experiencing its biggest growth spurt in a century. It’s the EU we need to be worried about. How so? […]
A Turing Test for Leadership?
Did you notice that the next Apple developer’s conference will focus on Siri? Meanwhile the digital assistants’ wars have heated up with Google Assistant, Microsoft’s Cortana and Amazon’s Alexa. These all aim to create a human-like assistant that can interact through voice. Nor are these the only entries. We also have Watson from IBM, NELL from Carnegie Mellon and Cleverbot from Rollo […]
Would Trump be a Billionaire without his Inheritance?
Is this the elephant in the room? Trump’s frequent allusions to his vast wealth and to how smart he is sounds awfully like the rich son who inherited it all but wants to convince everyone else – and himself – that really he did it all himself. So I thought I would do an analysis […]
Space will be the New Driver of Global Economic Growth
So Yellen and the Fed just wimped out of raising interest rates, yet again again. What does that tell us? The world is in an economic funk. Nothing’s working. China’s about to crash big-time so its role as a growth driver has definitely ended. The emerging markets are in an even worse pickle – Russia […]
An Inconvenient Truth – Alpha Financial Styles Beget Ginormous Returns
Apologies to Al Gore for another inconvenient truth. There’s been a lot of talk about alpha these days, but not just about investments. Trump, Putin – alpha is definitely in vogue. As in alpha male. Like Tarzan. Does that tell us something about the investing world? Yep it does. Check out my book The Three Financial […]
No Thrills Mom – Towards the Giving Car
ll this stuff with new-fangled autos has become overwhelming. Self-driving cars, connected autos, car-sharing, electric vehicles, and so on. But the big question is, what does it do for me? Self-driving cars will change everything. It used to be all about thrills. Hmmm, if I have a high-performance car, I want to drive it myself. […]
Is widespread pill usage actually making us more disease prone?
Did you see that employers looking to hire are having a hard time finding them free of drugs, especially marijuana? Meanwhile the House of Congress looks like it’s going to pass a bill to help recovery by drug addicts, especially those who use prescription drugs. But for the moment, it looks like Congress is focused more on […]
Could Genetically-Modified Humans Re-Ignite Global Growth?
I’m sure you’ve heard about the Vermont law that says that all foods that include genetically-modified ingredients must be disclosed on the label starting July 2016. Of course most of Europe doesn’t allow GM foods. China officially bans GM crops, although in fact the vast majority of them are in fact GM. So the movement to ban all […]
Fast fashion for Wall Street? Spice up investing with synthetic sectors!
Are you into fashion? You’ve probably noticed that retailing icons like Banana Republic and The Gap are getting crushed by the fast fashion guys like Zara and H&M. I mean, who wants something that’s a week old anyhow? Hmm, tell that to the guys on Wall Street. The same old asset classes, the same old sectors. I was just […]
We need the Interplanetary Monetary Fund now!
So finally SpaceX made it and soft-landed its booster rocket. An epochal achievement. And Bezos’ Blue Origin did much the same although on a lower orbit. So now the race is on. Next it will be the Russians, Chinese, Japanese, maybe even the North Koreans, God forbid. It’s now obvious that we have pretty much […]