Latest Thinking
One Chart Explains Who Loses the Most When Trump Delists Chinese Companies
Jan 13, 2021
The tension between the outgoing president and China is hurting an unlikely bystander: the New York Stock Exchange (NYSE). On New Year’s Eve, the NYSE said it would delist three…
What Does It Mean if Your Company Expects Failures, Positively?
Jan 11, 2021
Big tech spends big. And Amazon spends the most. A fearless Jeff Bezos plows money into warehouses and data centers in the face of uncertainties. Last May, he warned an…
Two Charts That Explain Why Alibaba and Jack Ma Are in Trouble
Jan 07, 2021
Chinese big tech is in trouble these days. And it’s not only because of Trump. The White House signed another executive order this week. It’ll ban Alibaba’s Alipay, Tencent's QQ…
You Have Your New Year’s Resolution, But Have You Prioritized Enough?
Jan 04, 2021
The afterglow of the holidays will fade by end of this week. The to-do list will grow longer. You still have your New Year’s resolution in mind. But instead of…
Tech Giants Are Monopolies, But How Far Could They Go? Look To China
Dec 29, 2020
Everyone makes predictions. It’s a sport that’s especially tempting as 2021 dawns. Will the market crash? Are there wars looming? Will tech giants get even bigger? No one raised an…