How would you like to learn the latest, most important technology trends hitting the global economy today, prepared by one of the most knowledgeable and experienced people in the industry? It's very simple. Just click on the link below for a wrist-breaking .pdf file packed with 360 slides. It was prepared by my old friend
With the shocking re-emergence of Nazis on America's political scene, memories are flooding back to me of some of the most amazing experiences in my life. I have been warning my long-term readers for years now that this story was coming. The right time is now here to write it. I know the Nazis well.
"Though the preachers of pessimism prattle endlessly about America's problems, I've never seen one who wishes to emigrate (though I can think of a few for whom I would happily buy a one-way ticket)," said Oracle of Omaha Warren Buffett.
"Traders are very good at looking at the second hand on the clock, but not so good with the hour hand," said Gene Munster of venture capital firm Loup Ventures.
"By historic, fundamental measures, stocks are extremely high. PE multiples are at 100-year highs. But if you look at stock prices relative to interest rates, they are exactly where they should be," said hedge fund legend, Stanley Druckenmiller.
My former employer, The Economist, once the ever-tolerant editor of my flabby, disjointed, and juvenile prose (Thanks Peter and Marjorie), has released its "Big Mac" index of international currency valuations. Although initially launched as a joke three decades ago, I have followed it religiously and found it an amazingly accurate predictor of future economic success.
For many, one of the most surprising impacts of the administration’s tariffs on Chinese imports announced today has been a rocketing bond market. Since the December $116 low, the iShares 20+ Year Treasury Bond ETF (TLT) has jumped by a staggering $16 points, the largest move up so far in years. The tariffs are a
"Every smart guy is tempted by leverage, and some are broken by it," said Oracle of Omaha Warren Buffett.
"Technology is going to be stealing market capitalization from other industries for the next ten years," said Gene Munster of Silicon Valley venture capital firm Loup Ventures.
Quote of the Day "A lasting relationship with a woman is only possible if you are a business failure," said John Paul Getty, a Morgan Stanley billionaire client who was married five times.