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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

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

Big name tech companies are burning through billions of dollars as they try to scale. The promise is that they will one day look like Amazon, dominating markets and sporting massive levels of cash flow to reinvest.

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…

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…