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Taiwan is one of my favorite cities in Asia. It is scenic, clean and modern. And it has unbelievably delicious food, and some of the friendliest people on the planet. Taiwan, also known as the...
I travel a lot. This means I do a lot of my work in coffee shops. I just can’t stand working out of a hotel room. A few months ago, I was working in a coffee shop in Oslo, Norway. When I pulled...
Owning shares of defensive, dividend-paying companies whose businesses hold up relatively well in recessions has paid off great since early 2018. They’ve handily beaten the broader averages, and...
What goes up must come down. I’m sure you’ve heard that expression a million times before. But for today’s stock market, a better version might be: “What takes off like a Polaris missile ......
The NFL season kicks off tomorrow night when the Atlanta Falcons battle the Philadelphia Eagles. I’ll be watching — not just because I’m a longtime football fan but also because I participate in a...
Digital transformation is fueling incredible growth at big tech companies. But most investors still do not grasp the magnitude of the opportunity. This week, The Wall Street Journal reported...
The buck has been a bust since 2016. But the dollar’s dog days are coming to an end — and that’s going to be a HUGE problem for many investments. Investments you may own. Not only that, but the...
You can sense it, can’t you? That SOMETHING is different about the stock market these days? The “Straight Up and to the Right” moves everyone got used to in late 2016 and 2017 are giving way to...
In dystopian science-fiction movies, it always starts this way: The Pentagon funds a contest of machines built to play war games using artificially intelligent software. End of civilization...
Apple is about to become much less significant in the consumer electronics business. The notion that Apple (AAPL) is in decline is not even controversial anymore. Many longtime Apple...