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It is now well-known that virtually all trained economists missed predicting the most important (and large-scale) economic event of the last 50 years: the current decline...
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This week's Special Letter is focused on a discovery which deserves much more attention than it has received to date. Thanks to author Con Slobodchikoff, humans have, for...
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There was a time in human memory when Lucent was the big kid on the block. A hot company, a hot stock to own, run by some very savvy executives.
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Today, at a time when the incorporation of basic internet connection technology in K-12 schoolrooms is accepted as a "When, not if" proposition, almost all of the...
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In early May, the last of Japan's 54 nuclear reactors was shut down for inspection. On July 1, the No. 3 reactor at the Oi nuclear power plant, located on the Japan Sea...
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A few years ago, I had the honor of keynoting a Warburg Pincus conference on energy in Houston, Texas. I told this group of oil and gas executives that they had to...
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Apple is a much more interesting company than most people realize. While the public remains fascinated with how cool its designs are, and the increasing cult appreciation...
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We are now at a point in the story of our global economy when we must pass a test. Since it is clear that those with power and money cannot regulate themselves, and that...
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Mark Hurd and I have had a longstanding friendship, beginning with his time as CEO of Hewlett-Packard. Before we met, I was already working with NCR and Teradata, his home...
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In a number of issues in the last few months, I have suggested that Apple would be a Sell. I thought (and still think) that the stock would continue to rise for up to two...
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