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One “benefit” of a “Big Brother” state is the ability to control the population. China has played to this advantage, getting a fast handle on the coronavirus with early lockdowns, tracking and...
Palantir Technologies Inc. (NYSE: PLTR) was an extremely attractive IPO last month because investors dramatically underestimated the financial leverage of its software platform. Now the opposite...
I could do a month of Thanksgiving Thursdays. It’s one of my favorite days of the year. And doing it that way means putting off the following day. I think you know which dreadful day I’m taking...
Google launched a sweeping redesign of its Pay mobile application Wednesday and it’s kind of big deal because it finally brings all of the company’s strengths to digital wallets. The new Google...
Lawyers for Affirm, an online consumer finance company, filed a S-1 registration last week, which is a precursor for a public share offering. It’s the latest step toward building a payment...
We just saw oil surge as much as 4.1% in one day to a two-month high. This fact leads to two questions: First, why is oil up, and second, should you be buying oil and energy stocks? I’ll skip...
The growth of connected TV is soaring and The Trade Desk, Inc. (Nasdaq: TTD, Rated “C”), a programmatic advertising platform, should continue to reap most of the rewards. The Ventura,...
SAP SE (NYSE: SAP, Rated “B-”) issued terrible financial guidance last week and the shares of software stocks everywhere followed the European software giant sharply lower. The problems at SAP...
Media executives are concerned that the days of easy money are over. The surprising beneficiary is The Trade Desk, Inc. (Nasdaq: TTD, Rated “C”) — a digital ad platform most investors still don’t...
His name was Nikolai Kondratieff. He wrote a 23-page tract called “The Long Waves in Economic Life.” It contained an idea so incendiary, he was sent to the gulag … before being...