Writing in centuries past, many scientists felt compelled to wax poetic about cosmic mysteries and God’s handiwork. Perhaps one should not be surprised at this: most scientists back then, as well as many scientists today, identify themselves as spiritually devout. But a careful reading of older texts, particularly those concerned with the universe itself, shows…
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American Gods
You have questions… You’re wondering how it could be possible that the S&P 500, the Nasdaq 100 and the Dow Jones Industrial Average could be climbing to record highs day after day, given, well, everything. How is it that stocks can break through to new heights while the country at large seemingly sinks to new depths?…
My Notes from the Sohn Investment Conference, Part I
Welcome to my notes from the 22nd annual Sohn Investment Conference, live from Lincoln Center on the west side of Manhattan. My coverage picks up at the start of the 2:15pm session. Prior to this, we heard from Keith Meister (Corvex Capital) on how we wants to see the CenturyLink – Level 3 deal progress…
Pure Comedy
Pure comedy.
Simple vs Complex
At any given moment, there will always be a complex solution gaining adherents around The Street
Simple vs Complex
everyone has the right to have that one topic that they are utterly unreasonable about.
Warren Buffett said everything on CNBC
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Clips from Today’s Halftime Report: Jim Chanos Edition
My friend Jim Chanos was on-set for the entire hour for today’s show. It was great timing, today was definitely a day that we wanted to hear some perspective from one of the greatest living legends in the biz and a natural born skeptic. Chanos weighed in on China, Hewlett-Packard, Caterpillar, his new short position…
Technology Must-Reads
This was a huge week for technology earnings reports. I’m catching up on some tech industry reading this weekend, including the below few links: It appears to open season on Amazon as rivals come charging at its cloud business. (WSJ) Why Doesn’t Facebook Want to Brag About Its Billion-Dollar App Ad Business? (Recode) The Barron’s cover…
Hot Links: We’ve Been Waiting
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