The price increases of goods and services in 2021, 2022 and YTD combined with higher interest rates have ensured that a recession will follow. The economic damage is done. The Fed could take interest rates to zero percent tomorrow and restart QE and it would not stave off this recession. Prices for goods and services … Continue reading This Economic Recession Is Baked In
Cybersecurity: AI Is A Leverage Point, However..
We have written about the Cybersecurity space off and on since 2017 and the one constant over that period is that corporations (and many individuals), do not give cybersecurity enough thought. For example, I do like the fact that many companies have adopted Apple Pay, G-Pay, Samsung Pay and the like as paying with these … Continue reading Cybersecurity: AI Is A Leverage Point, However..
Spend, Spend and More Spending
We recently wrote Don’t Worry About The Debt Ceiling as a deal would inevitably get done as both sides want their pork. The spend-heavy Dems and GOP have reached a tentative debt ceiling deal. This means more fiscal spending that's not tied to production/GDP, more fiscal deficits, more debt and more inflation. The inflation tax … Continue reading Spend, Spend and More Spending
All Things AI
We have over 100 AI-related articles. Here are our top AI-focused articles. They cover all elements of AI including many companies that play in different corners of AI. Reach out to us with any questions at email@example.com AI Is Nothing New, Yet We Are Only Scratching The Surface Build Your Own NLP Front-End AI-Powered Convenience … Continue reading All Things AI
AI Is Nothing New, Yet We Are Only Scratching The Surface
AI is nothing new, yet we are only scratching the surface. I believe that every Technology company is incorporating broadly-defined "AI" into their products and services offerings at this juncture. "AI" at its core is based upon statistical models that underpin various advanced automation processes such as machine learning, deep learning, neural networks, natural language … Continue reading AI Is Nothing New, Yet We Are Only Scratching The Surface
Watch The Zombies Fall
VICE Media: from a $6 billion valuation to filing for bankruptcy. Vice Media (private), is a great example of a Zombie company that can't survive without easy monetary policy. 8-10 years ago Vice was a media darling that could do no wrong. Former Viacom COO Tom Freston viewed Vice and founder Shane Smith as the … Continue reading Watch The Zombies Fall
Microsoft: Too Big To Be Accountable?
It feels as though Microsoft (MSFT) and perhaps the largest Tech companies are too big to be held accountable. While I much prefer MSFT CEO Satya Nadella to former CEO Steve Ballmer, nowhere on MSFT's recent EPS call was there a single question about organic revenue growth. Acquisitions likely accounted for at least one percentage … Continue reading Microsoft: Too Big To Be Accountable?
The Full Promise of Large Language Models
The full promise of Large Language Models (LLMs) won't be delivered until LLMs are capable of understanding nuanced industry specific commercial data. Until such time, LLMs will be productivity enhancers (think Google Assistant), capable of automating routine tasks but incapable of operating complex processes. In order for the above to happen, LLMs will need to … Continue reading The Full Promise of Large Language Models
The Best CEOs
The best CEOs drive the business during economic downturns as well as during good times. Having operating targets large and small across all facets of the operation supported by incentive-based compensation systems greatly increases the probability of driving superior operating performance. The best CEOs define a mother mission. It is ideal if the mission is … Continue reading The Best CEOs
More Tightening & Pain To Come
Thursday at 4:30pm ET we will get an updated view of the Fed's Balance Sheet after last week's record Treasury runoff ($49.7 billion). There is more tightening to come not only from the Fed (despite its bank bailout), but from commercial banks. As commercial banks tighten lending standards, they shrink the money supply. The bad … Continue reading More Tightening & Pain To Come
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