Investing News & Market Insight

Don’t Worry, Neither One Will Get Much Done

November 6, 2024

We usually write these columns the day before they are published, which this time means we are writing on the morning of Election Day. Knowing that our column will be published on a day when no one is talking about anything but what happened the day before (and might still be happening) is surprisingly inhibiting. […]

Is the Trade War Immolating U.S. Patents?

October 30, 2024

It is axiomatic that developing economies with little native innovation are patent violators, while developed, high-innovation economies are patent protectors. The United States followed just the pattern—Washington urged Americans to steal British technology. So has China. Now, China is the world’s leader in new patent filings–46% of all filings in 2022–and has become a notable […]

Doctor Lyle Lovett on Intel and the CHIPS Act

October 23, 2024

Doctor Lyle Lovett on Intel and the CHIPS Act For critiques of industrial policy, subsidies, tariffs, the CHIPS Act and the like, many eminent economists are available. Our favorite is Dr. Lyle Pierce Lovett, Texas A&M ’78, for his sage advice to CEOs everywhere.  Just one mistake, one wrong move, advises Dr. Lovett, can turn […]

Trump Part Deux: A Triumph for Free Trade?

October 16, 2024

Folks, we have a consensus here. Sage experts galore from around the globe, formidable thinkers such as Paul Krugman, Larry Summers, and David Stockman, some 370 “economists” including 19 Nobel Laureates and more, the frothing anti-Trump neo-conservatives on the taurine Bulwark, editors at the Economist, Fortune and Barron’s, even Trump’s economically savvy supporters, mostly fear that as President he could […]

U.S. Government Helps Chinese Hackers

October 9, 2024

The Wall Street Journal’s report of a massive hack into American networks, including those run by Verizon and AT&T, should remind Americans of two points. There are no secure networks, certainly none available to American consumers or businesses. The bigger and more convenient the network, like the Internet itself, the more laughable the security. Currently, […]

SUBSCRIBE TO GILDER’S TECHNOLOGY REPORT

George Gilder is the most knowledgeable man in America when it comes to the future of technology and its impact on our lives. For three decades, his monthly service, Gilder’s Technology Report, has helped individual investors make money from the newest and most important technological trends and companies in the world. Each month, George details the evolving paradigms in technology and provides a roadmap to the best investments available.  Click here to learn more.

How is This Ally Different From All Other Allies?

October 2, 2024

Simple. In every formal U.S. military alliance, the motive of our allies is painfully clear. If they get in trouble, we will fight their battles. Israel, with which we have no formal alliance, fights our battles. And it fights them better than we do ourselves. Since the collapse of the Soviet Union, Iran has been by far the […]

Round-Heeled Republicans

September 25, 2024

If you want to watch a conservative jump, just say “China” and “national security.” Unsurprising was the lack of reaction on the right side of the political spectrum to Biden’s proposal to outright ban […]

COSM2024 Will Highlight Technology Advances

September 18, 2024

In the saga of technological change and convergence, this is a COSMic moment. We will hold our COSM2024 technology conference in Bellevue, Washington, Oct. 31-Nov. 1, to celebrate and illuminate this moment. At COSM2024, you will learn the critical paths and paradigms, and meet the visionary leaders of a movement of epochal change and luminous promise. […]

What Cleaves the Hearts of the World

September 11, 2024

Though each of us read “Mein Kampf” at different points in our lives, we were both surprised in the same way by the same thing.  Expecting a racialist tract—and there is plenty of that—we got a materialist sermon. Hitler was no less a materialist than Marx. Hitler saw a world of limited and finite resources. […]

Are the Chinese Outspending Us on Defense?

September 4, 2024

The latest deception from the China Hawks in service of their campaign to enrage Americans into war with a billion people on the other side of the world, is the claim that Chinese annual military spending now sums to some $700 billion a year, perilously close to the $800 billion of the official U.S. military […]

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