Time For Some Retail Therapy

The other week, while hiking through the Marin Headlands with my old climbing partner from my Everest days, I got a call that reminded me why contrarian investing can be so profitable. My friend Janet, who runs a small biotech fund in Boston, was practically hyperventilating about Moderna (MRNA). Not because she was excited, mind […]

THE FUTURE IS HERE, AND IT’S FIXING YOUR TERRIBLE POWERPOINTS

(META), (GOOGL), (MSFT), (ADBE) I’m sitting in my kitchen at 6:47 AM, watching some overly caffeinated CEO on CNBC promise that his company’s latest AI breakthrough will “fundamentally transform human productivity forever.” You know the drill — same hype, different haircut. But then the chyron flashed a number that made me nearly choke on my […]

My Top 3 Cyber Protection Firms

With the world being so chaotic and volatile, there has never been a better time to invest in AI-infused cybersecurity stocks. Global corporations are falling over themselves to sign up for the latest cyber defense. These contracts are the gold standard, and the increase is helping cyber defense make a name for itself. Even though […]

A Tribute to a True Veteran

The onset of the pandemic found me on an obscure, deserted coral ridge in the Solomon Islands in a remote corner of the South Pacific. The jungle was lush, and malarial mosquitoes alighted in clouds. I was looking over the capital city of Honiara on the main island, whose name is honored by all the […]