Technology

Credit Writedowns has now reached the magic threshold of 10,000 posts! That's about 1,000 posts a year, or a little under 3 posts a day for 10 years. I need your support to keep it going though.

Technological disruption promotes competition that benefits consumers. Yet, it also promotes an industrial organization that favors size. And that lessens competition.

Technological disruption poses serious threats to incumbent businesses. Here are two examples from Artificial intelligence and Walmart's earnings showing how this disruption occurs.

Today’s Wall Street Journal shows that large-cap technology stocks are priced as if economic and earnings growth will continue for the significant future. However, this late in the cycle, the probability of a hiccup increases, making share…

A couple of days ago, a study released by Nature Nanotechnology said a new graphene filter could be a major step forward in removing salt from seawater and making it safe for drinking

This is a follow-up on my entry water post from yesterday. The thesis here is that mergers will be a big part of the landscape as companies seek economies of scale and scope or vertically integrate to deliver water to their customers. But…

Today's post is going to be a bit of a hodge podge because I didn't have a single theme to report on as I started out. If I had to give this post a title, the overarching theme would be "signals of slowing". What I am seeing is nothing to…

There is definitely a technology bubble brewing. And it will end badly. Some people are going to get rich though - and not necessarily undeservedly so. Some thoughts below I am going to make this very short. Valuations in the private…

I have three areas I want to explore today: earnings reports, China and Europe. The earnings reports are mixed but generally good enough to support continued job growth and economic momentum through this fourth quarter. I also want to deep…

As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the…