Author Archive
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Aug 13, 2026Where Value Accumulates Now -
Aug 11, 2026I have been systematically re-reading Peter Drucker, and I am consistently impressed by how much I missed the first time. -
Aug 6, 2026Here is the most important investment principle of the artificial intelligence (AI) era: find the bottleneck holding back an industry. -
Jul 28, 2026Simplify, simplify, simplify. -
Jul 14, 2026In 1941 James Burnham published The Managerial Revolution, one of the most influential books of the twentieth century. -
May 14, 2026A challenge emerging from automated systems and especially AI is that as software systems take on more of the work of executing a decision—placing orders, routing traffic, setting... -
Apr 15, 2026Everybody knows Communist countries can’t get rich. -
Feb 16, 2026Thank you. -
Feb 10, 2026And that is sweet for investors!!! -
Feb 4, 2026The big goal of industrial policy advocates these days is to “re-shore” supply chain,s for instance by moving semiconductor manufacturing back to the United States. -
Jan 24, 2026America's debt to Israel is about to become more visible -
Jan 20, 2026Israel’s Real Power in the Global Economy
