From the Wall Street Journal – The Prime Minister’s Liberal Democratic Party will have a majority on its own in a rebuke to Beijing. Ms. Takaichi comes out of the LDP’s conservative, pro-American wing. She favors more defense spending, which is urgently needed given China’s vast military buildup. So far she has managed President Trump’s … Read more
This is a zero surprise. Fetterman a rare thoughtful, moderate Democrat politician. So it’s obvious who spews hate. Shows you how clueless Dana Bash is, working in her little echo chamber.
UPDATE: Despite these amazing results Monday, Palantir stock got hammered today (Wednesday), dropping over 11%. Another sign that for the moment the market psyche towards technology stocks has soured Palantir is an amazing company with the idiosyncratic Alex Karp as their CEO. The Rule of 40 is used to value software and Saas (software as … Read more
The co-author of this excellent column – my opinion – also has an excellent interview which I’ve posted below the excerpted column. In the interview Noa Tishby gives a good summary of antisemism and how it has morphed from one reason to another since the Romans. As we mark International Holocaust Remembrance Day on January … Read more
A long front page article from last week. The Continent’s dependence on America runs deep and belies attempts to replace it with new alliances The reliance puts Europe at a disadvantage in a world of great power competition and weakens its hand in negotiations with Trump on everything from trade to Greenland and Ukraine. For … Read more
I don’t usually post about business but this is interesting and gives an insight into current stock market dynamics. Yesterday Microsoft stock price fell from 488 to 433. Despite a generally very good quarterly report from them, their cloud business – azure – only grew 38%. It was expected to grow 39%. And the whisper … Read more
I think I read somewhere that a Minneapolis police official said they did offer some support to the ICE people but were told it wasn’t needed. This seems to directly contradict that. Why are the ICE agents involved in these two tragedies still on duty? They should be on leave UPDATE: TWO WERE JUST PLACED … Read more
Your basic smooth politician, like De Blasio he blames his predecessor. I hope Eric Adams responds.
Well I guess this is telling it like it is. Howard Lutnick is a hard ass New York businessman. The CEO of Cantor Fitzgerald, he lost 658 employees on 9/11 at the top of the North WTC building, including his brother as well as my friend Tom Knox. He’d have been killed also but he … Read more
Good thing he’s Treasury Secretary. Very worth watching the whole interview. Killler line at about 2 minutes – “Since 1980 the US has spent 22 trillion dollars more on defense than the entire rest of NATO has.”