I feel like I’ve stepped into the future, or onto a Sci-Fi movie set. Today is my third day in China, where I’m on a tour of ...

Gemini tells me that the US is on pace to invest $6.7 trillion in data centers by 2030, with $5.2 trillion being AI-specific ...

For the last two years, I have been writing about the promise of Artificial Intelligence, noting the extraordinary, ...

This week could mark something that hasn’t happened to me in years—I may end up selling my shares of AbbVie (ABBV) at a price ...

"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." Imagine the implications. AI and robotics could dramatically increase the supply of goods ...

And whether or not it is clear to you, no doubt the universe is unfolding as it should. Therefore, be at peace with God, whatever you conceive Him to be. And whatever your labors and aspirations, in ...

As you might imagine, I literally get scores of emails loaded with information every day. On Mondays, it can approach 100. As a self-confessed information junkie (is there a 12-step program for us?), ...

The FOMC raised rates by 25 basis points. So, what did we learn? As it turns out a great deal and it’s very important. Couple that with what is happening in Japan and long rates in general around the ...

It’s Labor Day weekend, and my goal with this letter will be to not interrupt your long weekend too much. But there are some things that are happening that are important. My basic thesis for quite ...

“Economic progress is the work of the savers, of the inventors, and of the entrepreneurs.” — Ludwig von Mises, Human Action For the past six weeks, we’ve walked through the forces creating America’s K ...

Artificial intelligence is the topic of the day. It seems everyone has an opinion but not much actual factual knowledge. I’ve been dragging emails and research into my AI folder for a very long time.

"The price of monopoly is upon every occasion the highest which can be got... the highest which can be squeezed out of the buyers, or which it is supposed they will consent to give." — Adam Smith, The ...