Technology

November 10, 2016

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Cows on Wi-Fi Show the Future of Health Care We’ve written several times in the past about the coming integration of health sciences, the internet of things, and big data analytics – a noteworthy example is Alphabet’s [NASDAQ:  GOOG] life...
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September 22, 2016

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India’s Masses Get Ready for the Digital Revolution As global investors, we try to position ourselves in front of powerful secular trends — social, economic, and technological changes powerful enough to transform the societies in which they occur and reward...
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September 15, 2016

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Step Aside, Boomers: “Gen Y” and “Gen Z” Will Soon Be Driving the Global Economy With apologies to the Baby Boomers, they like to talk about themselves.  We’ve read a lot about the influence Boomers have had on U.S. culture...
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May 13, 2016

Executive Summary 1. Critically important to your investments:  popular revolts against corruption around the world.  This trend will last for decades, and upset many of the patterns we think we know.  Corruption and cronyism have existed throughout human history, and...
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December 18, 2015

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100 Million Times Faster?  Quantum Computing Is In the House    Last Tuesday, the Google Research Blog announced the publication of a new paper by Alphabet’s (NASDAQ:  GOOG) Quantum AI team, reporting on the results of experiments run on the...
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October 10, 2015

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Creative Destruction: Is This Time Different? Many readers are probably familiar with the term “creative destruction.” It was coined by early 20th-century economist Joseph Schumpeter, who used it to describe how capitalism creates growth and technological progress by ruthlessly eliminating ideas, companies,...
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September 11, 2015

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The End Is Not Nigh The driver of real American exceptionalism is the open, experimental, experiential, non-judgmental, data-driven approach that academic and entrepreneur Sebastian Thrun appreciates so much about Silicon Valley culture. Thrun, who was a tenured robotics and artificial...
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May 29, 2015

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Bitcoin: Disruptive, But Not Invulnerable Bitcoin is a “cryptocurrency” — a form of digital money that proponents hope will get all the middlemen out of financial transactions and permit the parties — even ones who do not know or trust...
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February 2, 2015

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Executive Summary 1. Low inflation in the crosshairs of global central banks. From rate cuts in India, Canada, Singapore, and Peru, to the initiation of a large sovereign-bond purchase program in Europe, governments and central banks around the world are...
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January 26, 2015

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Executive Summary 1. Market fears? Unjustified. 2015 opened to a rocky start, with the S&P 500 falling seven out of the first ten days and down 4.5 percent from December’s highs. We deconstruct the market’s fears — of disorderly global...
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