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Big is the only story today. Scale is everything. Some companies learned this early. Investors should seek those businesses. Core-Mark Holding Co. (CORE) is not your typical growth business. It...
The powers-that-be want to kill paper money. It would make everything so much easier. However, cash is still king at the lower rung of the socioeconomic ladder. Walmart (WMT) and PayPal (PYPL)...
Yeah, I know it’s only September. But Corporate America is anticipating a gangbuster holiday spending spree, and this can give you an accurate peek at the health of the American consumer. But...
The future of information technology is not only about the cloud. Wildly convoluted architectures will require a reimagining of the way the industry solves problems. That's what John Roese,...
Banks and credit unions are in a fight for their lives. A financial technology revolution is underway. The old world order is dying. In early September, Bloomberg reported Mastercard (MA) and...
I was in Colorado recently, and all around me were reminders that I was in a state with a rich history of minerals — natural gas, silver, and especially gold. And it holds lessons for today’s...
China is likely to win the race to next-generation wireless technology, according to analysts. Good for them, but not so much for the United States. In fact, the negative consequences for the U.S....
Artificial intelligence is going to be big. The evidence is everywhere. Yet, many investors underestimate the impact. Others dismiss the technology as hype. But a provocative story this week from...
Man, sentiment in the crude oil market turned from bullish to bearish in record time. While we may see a pullback, that will likely be a setup for the next big rally. Let me show you some charts...
As I write this, Tropical Storm Gordon is churning toward the U.S. Gulf of Mexico. This storm is strengthening. It may be a hurricane by the time it slams into land. And that makes me think about...