It’s a familiar, sterile scene. The low hum of a workstation, the cool glow of a monitor, and a destination in mind: Alphabet’s Q3 earnings report, slated for release on October 29, 2025. This isn’t j...
Generated Title: The 25 Basis Point Signal: What the Coordinated Bank Rate Cuts Really Tell Us
The pre-market hours of October 29th were quiet until the wire alerts started hitting inboxes. First, a r...
In a market obsessed with algorithms, AI, and the ethereal world of the cloud, a funny thing happened yesterday. The physical world sent us a message—a loud, rumbling, diesel-powered roar that shook W...
I’ve spent my entire career watching the slow, inexorable march of technology. I’ve seen code become intelligence, and intelligence become a tool. But every so often, you see a convergence, a spark th...
Let's talk about the invisible code that runs our cities. I don't mean software, not in the traditional sense. I'm talking about the underlying operating system of rules, incentives, and funding mecha...
It’s just after midnight on the Katy Freeway in Houston. The air is cool, the endless river of red and white lights flows east, a familiar artery of a sleeping city. Then, in a split second of horrifi...
When I saw the headline—Nvidia and Nokia—I honestly had to read it twice. It felt like a category error, like hearing a Formula 1 team was partnering with a railroad company. The king of silicon, the ...
Generated Title: UPS's 7.5% Dividend Is a Siren Song. The Numbers Show It's Leading Investors to the Rocks.
The market saw the headlines and reacted with Pavlovian glee. United Parcel Service (UPS) be...
So, Accenture’s CEO, Julie Sweet, has been on a world tour talking about how AI is going to “change the work, change the workforce, and change the workbench.” It’s a beautiful, slick vision. A future ...
The Calculated Void of ArcBlock's Grand Pronouncement
There’s a specific type of statement in corporate communications that I’ve come to recognize as a signal. It’s not a signal of strength or of an i...