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Connectivity is a big new business, and the surprise winner is Amazon.com (Nasdaq: AMZN), a company best known for selling books and a broad array of consumer goods. Managers at Sidewalk...
“There’s a real possibility that within the year, we’re going to be dealing with the most serious incipient inflation problem that we have faced in the last 40 years.” — Larry Summers, former...
It’s time to stop doubting Microsoft Corp. (Nasdaq: MSFT). Its business plan is a winner, and the stock is headed much higher over the intermediate term. The Redmond, Washington-based software...
As a self-styled, big-picture, geo-macro guy, I’m drawn to “great power” history and politics. So, lately, I’ve been reading a lot about our evolving relationship with China. It’s fascinating...
The King of Crypto’s dip below $50,000 had many new market participants nervous the last couple of days, but it was largely a function of traditional markets’ reaction to the Biden...
The top alternative cryptocurrency is putting the whole market on its shoulders, as the bulls seem to be waking up to its long-term use case.  •  Ethereum (ETH, Tech/Adoption Grade “A-”), the...
Washington politicians are correct to focus on the growing influence of China, yet South Korea is quietly taking a leadership role in electric vehicles (EVs), a key driver of future economic...
What would Sen. Everett McKinley Dirksen say if he were alive today? Considering the size, scope and costs of the Biden administration’s spending plans, we can surely imagine. Dirksen, of...
Two weeks ago, Jon Markman wrote the article “Digital Transformation of Industry and Finance Is Just Starting” for his Pivotal Point readers. The Nasdaq Composite had already bounced back from a...
Technology stocks have come roaring back. Now, investors are questioning if fears of higher interest rates and stretched valuations have been overdone. The Nasdaq Composite index soared 464...