Gilder’s Guideposts Newsletters
Antisemitism as Socialism
Does it seem strange to you that so many on the left are anti-Israel, and especially so pro-Palestinian? Welcome to the materialist superstition, the worship of material things—land, “resources”, factories, machines—as the source of wealth and wealth itself. This has always been the fundamental creed of socialism. It’s why socialists believe that wealth can be […]
The Israel Test
UN Secretary General Antonio Guterres has once again failed his “Israel Test.” Divulging his unoriginal thoughts on the horrific invasion of Israel by jihadists from Hamas and other middens of Mid-East murk and malice, he blamed this war on Israel. While ritually condemning the killings of Israeli civilians, the UN moralist swiftly moves on to […]
Have a Life Changing Moment!
The world today is fraught with life-changing moments for many of us. I hope that this letter can be a life-changing moment for some of you. I just had the strange and exhilarating experience of watching a film about my life. Called “Sage Against the Machine” (gildermovie.com), it was made by an ingenious entrepreneurial team […]
The Fed’s Magical Thinking
I woke up to a strange headline in the Wall Street Journal yesterday: “Oil’s Run to $100 Tests Fed.” Wondering what $100 a barrel oil had to do with the Federal Reserve, I read further. The Journal’s concern was that $100 oil would endanger the Fed’s chance of bringing about a “soft landing,” killing inflation […]
Guess We Can Stop Worrying About China Swallowing the World
The China Hawks are about to get their wish. They are going to see what the world looks like with China poor, backwards and communist. The Chinese economy is at even greater risk than the headlines suggest. Western analysts are missing the gravity of the collapse because, just as in their analysis of the U.S. […]
ARK Investment’s Cathie Wood Agrees to Speak at COSM!
Last week, we introduced you to the tirelessly savvy Peter Zeihan’s prophesies of five key technologies that will transform our economy over the next decade. The technologies feature: artificial intelligence, satellites, bio-genetic tailored drugs, shale industry biproducts, and GMO seed based on AI agricultural advances that will radically improve what he calls the “fruit-to-stalk” ratio […]
Think and Grow Rich
Why do small-cap stocks, on average and over time, produce larger returns than large-cap stocks? Wall Street has a standard answer. Small cap stocks, like rowboats on the Atlantic, are more risky than the big ocean liners of the S&P 500. They get tossed around in storms. One leak can send them to the bottom. […]
Peter Zeehan’s Five Paths to Abundance…and One More
Peter Zeihan is one of my favorite intellectual provocateurs. Flamboyant, cocky, often cogent, and savvy about science, technology and geopolitics, he would have been perfect for my COSM conference from November 1-3 in Bellevue, Washington. But he said he was “all tied up”…maybe next year. So we’ll have to get along with a constellation of […]
Life After Silicon
As our world breaks down into teetering towers of babble and bombast, we can turn to politicians running on platforms of lockdown and war. Or we can embrace a superabundant new era of redemptive technology. The currently fashionable name for this haven from a heinous world is the “metaverse.” Conceived by Neal Stevenson in his […]
Be Not Afraid
Let’s all “stare into the abyss and chew on glass!” That’s how Elon Musk depicts the crazed mental and even gastro-dental distress of people faced with threats to the survival of their paradigms, their companies, and even our precious planet. Today, the abyss-staring and glass-chewing focuses on artificial intelligence (AI) and climate change angst. The […]