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I want to try something slightly different today, and go 'off-topic' with some content that more fits the Credit Writedowns blog of yore, when I covered a much wider range of topics. And so, this post is going to be about technology,…

Some thoughts on the recent market selloff As I write these words, the Dow Jones Industrial Average is up nearly 400 points, about 1.85%. The Nasdaq is up even more. Does that mean the market rout is over? No. But, for me, it does suggest a…

A general challenge facing competition authorities in the digital era is learning how to apply the traditional tools of competition policy in multi-sided platform environments. This column argues that the Google Android case offers a great…

Today's daily newsletter has stories on US trade with Canada, Mexico and China, on predictions about the cycle ending, the Tesla saga, an interview with Hugh Hendry and much more

The threat of technology is most acute in the TMT spaces because these are pure information industries where the Internet upends incumbent business models. So it is interesting to see how well the sector is doing during earnings season. In…

1 big thing: Trump lambasts Fed rate hikes In an interview with CNBC, US President Donald Trump said “I’m not thrilled,” with the Fed's monetary policy. He continued by saying, “because we go up and every time you go up they want to raise…

Internet is for data. Aside from emailing people, the whole purpose of using the Internet is to sift through data and find the piece of data you want: the lowest price, the funniest video, the best movie. So a service provider, the more…

There are two ways to explain persistently high corporate profit margins. One interpretation is about inequity, and implicitly about corporatism masquerading as liberty. And the other is about network effects creating an age of winner take…

In 2012, to protect user privacy, the FTC mandated regulatory controls at Facebook that it has not made. Therefore, Facebook faces potential fines and greater regulatory oversight. This will be expensive, and could potentially cause…

Some of the best performing stocks in the US are the large Internet-centric technology stocks like Facebook. But Facebook's data breach represents a threat to them from regulators