Mar 17, 2025
For years, dodging Chinese stocks was a no-brainer. Going forward, I'd argue it's a huge mistake.I've spent the past few weeks meeting with investors, hedge fund managers, and analysts who know China inside and out.
Mar 6, 2025
Imagine landing at JFK Airport today in a time machine from 1970.As you step out into 2025, what would surprise you most? Probably the pocket supercomputers everyone carries around.
Feb 19, 2025
AI stocks are in recovery mode. A few weeks ago, Chinese startup DeepSeek shocked the world with its new artificial intelligence (AI) model R1. It was the first Chinese AI model that matched-and even exceeded-the capabilities of US rivals like ChatGPT.
Jan 7, 2025
Elon Musk's SpaceX just broke another record.It's now the most valuable private company in the world, worth around $350 billion. SpaceX is now bigger than Coca-Cola (KO), Wells Fargo (WFC), and Salesforce (CRM). And I believe its value will grow to at least $1 trillion by...
Nov 19, 2024
If you could pass just one investing lesson to your kids, what would it be? For me, it would be this: own the disruptors, avoid the disrupted.
Nov 12, 2024
We're living in a golden age of drug discovery and development. Treatments that seemed like science fiction 20 years ago are healing people today.
Oct 16, 2024
DePin answers the #1 question on every crypto skeptic's mind: What do we need blockchain for? I've said from the beginning I wouldn't touch 99% of tokens. Crypto, like every early-stage industry, is fraught with frauds and scams. But cut through all the hype, and you can see...
Oct 2, 2024
We're engaged in an escalating world war without end.It's nation vs. nation. Nation vs. business. Business vs. business. Nations and businesses vs. private citizens. And private citizens vs. each other. Chances are you're already battle-scarred. I know I am.