Internet

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,…

Shellacking the retail investor I am glad WeWork is in the headlines these days, since I told you in May that I see it going to zero eventually. Now, I've been sanguine about a so-called bubble in these unicorns for a number of years. And…

Back in May, I wrote a post I titled "2019 may be the best time to IPO". The gist of the post was that unicorns were seeing the best market conditions imaginable for conducting an initial public offering. But, the window for loss-making…

My recent experience with taxis On my way into Manhattan from LaGuardia Airport on Monday night, I noticed an app symbol for Curb on the payment box in my taxi. The box said I could pay for the ride with this app. So while I was in transit,…

Below are my top twelve news stories for the day with added commentary. 1 - Asian firms’ confidence sinks to near 3-year low on trade war fears Representing the six-month outlook of 104 firms, the Thomson Reuters/INSEAD Asian Business…

This is today's daily post. It's going to be all about technology. To start,  I want to focus in on a theme: the deflationary impact of the Internet. Since I have a lot of ideas here, I may make this into a thematic post later. 1 Big Thing:…

I want to run something by you that has been on my mind since Saturday because it hits on some of the themes I have been writing about in my journalism and media posts for the past couple of months. Suspension of disbelief and troll…

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

A bunch of tech-focused storylines for the Credit Writedowns daily