Russia’s foil? American natural gas exports

For those of you who have ventured over to the ‘Library’ section of my site, you’ll notice one book that is neither financial nor fiction. George Friedman’s The Next 100 Years introduced me to the idea of geopolitical thinking, the field encompassing geography, politics, and foreign relations. First of all, I was marveled by the […]

Intel Good, Microsoft Bad

I’m impressed with Intel. I’m unimpressed with Microsoft. Together, these two companies ruled the PC era. While numerous PC manufacturers came and went, you could count on these two companies contributing to each desktop you brought home. That era, however, is over. As Benedict Evans shows in this chart, smartphones are about to pass PCs […]

Linking Up – 1/20/14

To start, a few quotes from MLK: “Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that.” “If I cannot do great things, I can do small things in a great way.” “The ultimate measure of a man is not where he stands in moments […]

Linking Up – 1/9/14

Over the past 7 years, returns from LT treasuries, corporate bonds, and stocks have all ended up at the same level. Never would’ve expected this. (Research Puzzle) Another fight that at its core is about economics vs. politics. I think we’ll hear more about this in the coming year. (Businessweek) I’m planning on writing a […]