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 one another — to conduct their exchange directly between themselves. Read more…
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 stepping up their fight against the anemic inflation — or Read more…
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 currencies and commodity prices, and of inflation and recession lurking Read more…
Executive Summary 1. Short-term fears, long-term prospects. Once again, we see some short-term volatility led by various market fears: of a Greek departure from the Euro, of a collapse of European banks or even of the common currency itself; of a “collapse” in the price of oil; of financial stresses Read more…
Home Depot Data Breach Makes Another Bullish Case for Cybersecurity Earlier this month, Home Depot revealed a massive data breach, in which the credit cards of some 56 million customers may have been compromised. Company insiders have since alleged lax cybersecurity practices, but it’s also clear that the attack was performed by Read more…
New Tech Innovations Keep Coming As part of our ongoing emphasis on tech innovations, we’ll mention a few stories that have caught our eye recently. Some are obviously tech-related, others less so. We continue to believe that such innovations — and the entrepreneurs who bring them from concept to reality — will Read more…
Google Gets Ready to Take Preventive Medicine to the Next Level Google products have worked their way more and more deeply into our daily lives, and the great utility they provide depends on massive trawls of data. A Guild staffer who recently relocated to Los Angeles from the east coast depends on Read more…
Industrial Internet:Efficiency Gains Will Drive Adoption of the “Internet of Things” With a mind-set still shaped by the austerity of the Great Recession and its aftermath, companies are looking for the most cost-effective ways to deploy their cash. We believe that the development of the industrial internet, or the internet of things, Read more…
Big Data Comes to the Farm Although the prospect seems far-fetched, the second-oldest profession is on the cusp of a technological revolution. Farmers have faced a long transition over the past three centuries in which their ancient art has become more and more of a science. But the pace of that change Read more…
Robotics: New Applications, Mass Technologies Robots have been a theme of science fiction for nearly a century, and a gleam in investors’ eyes for about half that time. As with many such secular themes, especially technological ones, public excitement and the vision of possibilities can outrun real options for investment. Promises of Read more…
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