The emerging markets crisis is real now More and more people are talking about the spillover of Fed policy into emerging markets as the crisis there gathers pace. I know the Fed Chairman Powell has said that EM is not his concern.…
How Whole Foods will become the brick and mortar extension of Amazon
Why clickbait journalism will dominate news information on the free Internet
It was a good quarter from Apple. But earnings growth was flattered by stock buybacks. There are a lot of growth opportunities though.
Economic news yesterday was dominated by the Facebook revenue warning and an EU-US trade summit in Washington.
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…
A new study just released by eMarketer projects that US cable companies will 33 million customers this year, up from a loss of 24.9 million a year ago.
The Internet is a destroyer of margins for incumbent business models based on an analogue world. Here's why.