Speaking Of

A.I. anxieties overlook decades of excellent sales and margin data, especially from the music industry. Streaming giant Spotify makes it crystal clear the challenges that are ahead.

In this episode, we take a deep dive into Archer Aviation and the electric vertical takeoff and landing (eVTOL) market.

The value of the American auto giant soared on improved tariff agreements, better profits from traditional SUVs, and the rollback of low-margin EV production. We discuss the hidden long-term opportunities for electric vehicles.

Worries over aviation safety overlook a growing shortage in the spare parts needed to keep aging wide-body jets in service. One of California’s oldest companies, Ducommun (DCO), stands to benefit handsomely.

In this episode, we discuss the rise of Google’s competitors and the potential for a succession battle for CEO.

In this episode, we take a closer look at natural gas, as BP and its rivals scale back plans to invest in green energy.

In this episode, we take a closer look at tariffs, medieval Venice, and the Spanish power utility Iberdrola.

In this episode, we discuss the recent Consumer Electronics Show and so-called “e-Therapautics,” that seem to threaten both pharmaceutical companies and health care practitioners.

In this episode, we explore the energy market, electrical demand, and the role of nuclear energy.

In this episode, we discuss sustainability, new green steel processes, and the need for renewable energy.

In this episode, we discuss large language models that are probably degrading answers; how once-crusty online marketplace eBay is seeing new life; and how CVS Health might emerge as the major player on a restructured health industry. We also touch on the upside in the insurance during hurricane season.

In this episode, we discuss value investing, artificial intelligence, and mining for critical minerals in electric vehicle batteries.

In this episode we discuss commercial pilots, peak Amazon and SEC v. cryptocurrency.

In this episode we discuss a global recession, the coatings industry and TechTarget.

In this episode we discuss the riots in France, semi-private air travel and Microsoft AI.

In this episode we discuss inflation, vacancy rates in commercial real estate and artificial intelligence.

In this episode we discuss graphite and how critical minerals relate to China and the global economy. Finally, we discuss vacancy rates in commercial real estate and Elon Musk.

In this our, inaugural episode, we discuss topics for the news section of our website, including DODs strategic interest in graphite; we move on to Twitter, Tesla, and Elon Musk. Finally, we discuss the ramifications of open-source intelligence technology.