My first encounter with virtual reality (VR) was with my 84-year-old mother, who recently fractured her pelvis and now does exercises under the virtual guidance of her physical therapist. Watching mom do knee bends while wearing a headset helped me realize that VR had finally reached an inflection point.Virtual reality… Read More
Analyst Articles
My grandmother had an expression: “The dogs bark, but the caravan moves on.” Her wise sentiment aptly describes the post-election debate about health services.Investors are fretting over President-elect Donald Trump’s stated intentions to eliminate Obamacare and slash spending on Medicare and Medicaid. Ignore the barking. Here’s what you need to… Read More
Wall Street’s lemmings keep getting it wrong about solar power. First, solar was dismissed as the pipe dream of tree-hugging hippies. Now, solar stocks are getting clobbered under the assumption that the new Trump administration will favor fossil fuels at the expense of clean energy.If you believe any of that… Read More
The universe is behaving strangely. First the Chicago Cubs won the World Series and then Donald Trump won the presidency. The karmic wheel also took an unexpected turn for billionaire Warren Buffett.Buffett’s preferred presidential candidate Hillary Clinton lost, a shock for the Oracle of Omaha who during the campaign made… Read More
Here’s the real lesson for investors about Donald Trump’s victory. Read More
We all know the expression that a fool and his money are soon parted. But as we observe the irrational actions of energy traders lately, it begs the question: How did these fools and their money get together in the first place?Case in point: The irrational exuberance now bidding up the… Read More
Steve Jobs once said that he wanted to “make a dent in the universe.” The legendary founder and CEO of Apple (NASDAQ: AAPL) certainly dinged the cosmos, by creating astonishing products that transformed our lives. In the process, he helped make a lot of people rich. Since Apple went public… Read More
As we discussed yesterday, the math behind “asymmetric” investing is compelling… Perhaps the sector that’s most illustrative of its effectiveness is biotechnology. Let’s consider a hypothetical portfolio comprised of three well-known Big Pharma stocks: Pfizer (NYSE: PFE), Merck (NYSE: MRK), and Abbott Laboratories (NYSE: ABT). Scrutinizing their fundamentals (balance… Read More
Oil prices are plunging and yet solar power continues to thrive. We explain the dynamics behind solar’s inexorable rise Read More
This leader in satellite technology will continue to fly above its competitors, as demand soars for space-based imagery. Read More