Month: February 2026
Unheard of: Palantir scores 127 on the Rule of 40 used to measure tech companies.
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
On Catholic Church divisions
This is pretty good as an Australian – with an Asian background – offers a commentary on some Bishop Barron comments.
NY Post – “Hatred of Israel is the New Antisemitism”
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
WSJ: Europe needs the USA as much as ever
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
Barry Bonds v. Mariano Rivera; only time they faced each other
Who wins the duel…