Would An Algo Hire You?

Sector rotation, rate-related valuation compression and de-risking aside, US Tech stocks have become more volatile in the last 6 weeks for fundamental reasons as well. Whether it is Apple’s decision to …

Millennial Holiday Shopping Outlook

There’s one US demographic that could ensure an exceptionally strong Holiday shopping season this year: millennials. Not only will they exceed Baby Boomers as the largest living adult population next year, …

Bitcoin: Know When to HODL, When to FODL

“Bitcoin now less volatile than stocks” was a popular headline in crypto circles late last month. As the S&P 500 fell by 10% from October 1st through the 29th, bitcoin was …

Millennials Did Show Up Last Week

Ahead of the US midterms, we stressed the importance of high millennial voter turnout for Democrats to post strong election results. Our theory: millennials skew left in their positions, and Pew …

Coffee, Tea, or AI-Powered Facial Recognition?

What does a coffee shop have to do with facial recognition powered by artificial intelligence? In the US, nothing at all. Starbucks stores are everywhere, but computerized identification of individuals’ faces …

Our Favorite Tech Big Thinker Says…

We’re most of the way through Yuval Hariri’s book “Homo Deus – A Brief History of Tomorrow”, but a recent New York Times article on his sudden fame pushed us …

Why Ford Needs Scooters… And A Lot More

Pretend for a moment that you are an executive sitting on the top floor of Ford’s legendary Glass House – its global headquarters in Dearborn Michigan – and staring forlornly …

The Marijuana Midterms, Plus Jeff Sessions (!)

Three out of four ballot initiatives to legalize marijuana in some form passed in the US midterms yesterday. Michigan approved recreational marijuana, while Utah and Missouri voted in favor of medical …