What to watch for in 2018

What to watch for in 2018

The biggest stories of 2018 Five companies that will surface on your radar this year We need to brace ourselves for even more extreme, non-linear events in 2018 than we saw in 2017, which left markets melting up, with further shrinking in price discovery, and a global...

How Long Before the Internet is Throttled?

How Long Before the Internet is Throttled?

Invest in "Bottleneck Engineering" Companies highlighted: American Tower, China Tower, Finisar, Luminum, Oclaro, Intel   Remember the dial-up internet and the finger tapping timpani it yielded? Well, maybe a new era of the 'world wide wait' looms. Global internet...

The future according to Larry Page

The future according to Larry Page

Why Google could be the first trillion dollar company Humans: our place in the IoT A few unusual facts about Larry Page… He believes in the Singularity – and is planning to stay alive long enough for a radical reinvention of human intelligence and anatomy. He believes...

What is eating Elon Musk?

What is eating Elon Musk?

The Unified Field Theory of Elon Musk A Word on the WannaCry attack Here’s the agenda… 1. Colonise Mars.2. Decarbonise planet earth with solar powered electric vehicles and an ‘enernet’ of storage batteries,3. See off the prospect of algorithmic apocalypse. Welcome to...

My Four Criteria for Companies to Buy Now

My Four Criteria for Companies to Buy Now

  Apple 2020: deeply undervalued Beware the "President of the Internet"   Ace fund manager Terry Smith, now settled in balm of the Maldives, famously said that there are only 75 companies in the world worth owning. There are probably fewer companies today. When...

My 30 Year Vision for Japan

My 30 Year Vision for Japan

Japan Will Reinvent Itself As An Industrial Superpower Why Everything Depends on AI from the Cloud Masayoshi Son, Softbank's irrepressible and visionary founder -- on his way to building a $1 trillion war chest to invest in future tech -- recently suggested that...

Why Google, the NHS and the City all crave this technology

Why Google, the NHS and the City all crave this technology

It Promises to Disrupt and Transform A lot More Than Banking...Almost Every Industry is Building a Version of its Own! A fascinating development this week at DeepMind, the deep learning subsidiary of Google. It is creating a blockchain-like system to reveal exactly...