Category Archives: Main Page

Shilling: The Nifty Fifty have a message for the tech obsessed

Posted on November 4, 2020 by Danielle Park

A. Gary Shilling’s November Insight (subscription only) compares the recent FAANG mania with the Nifty Fifty mania of the 1970s and the last tech mania of the late 1990s.  His recent BNN article shares some of the highlights, see The … Continue reading →

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PBS FRONTLINE: Amazon Empire

Posted on November 4, 2020 by Danielle Park

This documentary is a worthwhile watch and useful reminder about how rapidly technology transforms whole sectors of the economy with different winners and losers in each phase.  Nothing is static.  As Charles Darwin observed “It is not the strongest or … Continue reading →

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Generational investment theme: clean, renewable energy and storage

Posted on November 3, 2020 by Danielle Park

I’m working through Mark Z. Jacobson’s new text on the science and mechanics of migrating global power systems and transportation to 100% renewable water, wind, solar and storage.  Those interested in seeing where we are headed and what the opportunities … Continue reading →

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