New Antibiotics Revealed In Humble Soil This week we’re taking a break from commenting extensively on the market’s gyrations, and looking a little more long-term at some new developments in biotechnology. What Really Boosts the Longevity of Human Populations? Some cutting edge biosciences, such as novel cancer therapies, get a Read more
Toyota’s Self-Driving Boxes and the Future of Retail We commented last week on Toyota’s [NYSE: TM] presentation at the Consumer Electronics Show (CES) — an expo that has become so auto-centric in recent years that a running joke dubs it the Car Electronics Show. TM calls its new concept the Read more
Robots, Robots Everywhere Robots in Food Service With the Consumer Electronics Show (CES) just past, it might be a good time to mention two developments in robotics that we’ve recently noted. Sage analyst Larry Jeddeloh at The Institutional Strategist noted that this year’s CES was the occasion for Pizza Hut Read more
Market Summary The U.S. Economy – The Tax Bill good for U.S. Economy and Good for U.S. Stock Market Readers know that we are bullish on the U.S. economic outlook. The passage of the tax bill will create further impetus for economic growth in the U.S. We will not be Read more
Big Tech’s Regulatory Reckoning Coming Soon? Probably Not 2017 has been a year for the big, dominant U.S. technology companies: the advertising duopoly of Alphabet [NASDAQ: GOOG] and Facebook [NASDAQ: FB]; the e-commerce juggernaut of Amazon [NASDAQ: AMZN]; and the most valuable consumer products brand on the planet, Apple [NASDAQ: Read more
Is Pure E-Commerce Really An Unstoppable Juggernaut? Why the Future May Be Different Than You Expect The narrative of the total and relentless dominance of e-commerce over brick-and-mortar retail is beginning to break down. Above, we wrote about the big Chinese tech firms, and how they’re leveraging consumer data to Read more
We’ve written several times this year on themes related to videogames — trends we believe show that the 2017 outperformance of many domestic and foreign videogame companies are not a flash in the pan, but the beginning of a period of secular growth. This week we’ll provide a brief summary Read more
What Are Digital Currencies — And What Do They Mean For Gold? Bitcoin is in the news, once again driven by a price spike that makes speculators and would-be speculators start counting their unhatched chickens. This time, the granddaddy digital currency has competitors — “altcoins” — which are also attracting Read more
Chip Wars and the Race for Artificial Intelligence Radical transformation is coming in many fields of human culture and endeavor. No, this is not just boilerplate praise of ongoing incremental technological innovation. The only way to grasp the magnitude and significance of these incipient changes is to imagine yourself living Read more
Social Commerce, Live Streaming, and Virtual Goods: Chinese E-Commerce Innovation Pulls Ahead Since its economy began to be opened in earnest in the 1990s, China has undergone a transformation so radical that it defies easy description — one we’ve often written about in these pages. From many perspectives, the Chinese Read more
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