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Special Letter: Business Model Diversification

Business models provide the best lens by which to view companies and countries. United with the patterns of the actions of their leaders, they allow uncanny prediction...

FiRe 2018 in Review, Part II: "Transformational Technologies"

In part two of the FiRe conference review, we continue our session synopses, including The Future of Identity & Online Privacy, World Interrupted: The Cyber...

Minding the Gap and Keeping Calm: The UK Strategy

How can one of the most important economic and political powers in the world have no apparent strategy?

The China Short

Having been among the first (if not the first) to suggest that the Chinese national economy is crashing, it seemed appropriate that we take a closer follow-on look at...

Q4 2015: The Christmas Quarter

I was tempted to write something more on China this week, given the effect of that nation's destabilizing economic situation on global equity markets; and in fact, it now...

Q4 2014: The Christmas Quarter

It's hard to believe it's that time again, as we enter the most important quarter in finance and sales for the world's technology companies. One obvious lesson that comes...
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