The Appeal of Ethereum

I’ll take you on a short journey on the next best thing after Bitcoin in crypto land. Ethereum, or ETH. It’s most likely the most profitable opportunity from the established crypto assets today. ETH is the second-largest cryptocurrency by valuation, coming in at over $400 billion. I know many of the readers out there have […]

Not Bad For Scraps

Everyone forgets that Pfizer (PFE) tried to buy AstraZeneca (AZN) for scraps back in 2014. The UK Parliament threw a fit, the deal died, and Wall Street moved on. Fast forward, AstraZeneca is worth double what Pfizer is. The press still treats it like a mid-tier pharma shop. Meanwhile, it’s running the table in oncology. […]

My Old Pal, Leonardo Fibonacci

I remember the 12th century like it was yesterday. In those days, the leading intellectuals used to get together and drink wine by the gallon, which then was really little more than rotten grape juice. The problem was that we all used to pass out before anybody came up with a great idea. Then someone […]

SHOTS FIRED

(GOOG), (META), (AAPL), (MSFT) In the 1970s, I was crawling through back alleys in Bangkok chasing stories about guerrilla fighters.  Forty years later, I’m crawling through earnings transcripts chasing stories about AI. Some things change. But the skill set, spotting what others miss, never goes out of style.  That’s how I ended up looking deeper […]