Data Center Hyper Growth – It’s Not What You Think
Amazon and Microsoft are prominent among corporations building hyperscale data centers to support still expanding public cloud-based web services businesses. Already, there are 171 hyperscale data centers in the US, and expansions in Dallas and Atlanta have recently been announced. Given projects such as those, you might think that data center is a growth business. […]
Chill on the Content Bubble
Out with the Old: Media consumption, especially in the form of television viewing, is in the midst of significant changes. Box office ticket sales were down 5% in 2017 (The Numbers), down for the fifth year in the last six years. NFL ratings are down high single digits for the second year in a row […]
Does This Car Make Me Look Heavy?
Electric motors have advantages compared to internal combustion engines. They have greater torque at lower speed, they are easily configured for regenerative power technologies (like braking), and they are more efficient users of power. Electric motors are more than twice as energy efficient as internal combustion engines, meaning they produce twice as much motion for […]
Game On: The New Golden Age for Video Games Has Arrived
Video games have become mainstream forms of consumer entertainment Mobile gaming has expanded the addressable global market User engagement statistics show that leading game titles are gaining “market share” of leisure time The industry is less cyclical than ever before Game publishers have successfully developed new, high margin revenue streams Modified Reality (AR/VR) is a […]
Got Growth?
Artificial Intelligence Computer processing speed has expanded to the point that it rivals the synaptic speed of the human brain. Rest easy, it’s unlikely that computers will be able to rival relational, spatial, or creative thinking anytime soon. However, AI will continue to gain share in tackling rules-based tasks and developing algorithmic tools to analyze […]
Ethical Eating as a Guide for Ethical Investing
Consumption that also promotes a social good has risen in popularity in recent years. In some industries, a clear conception of ethical business behavior has developed. For example, a pretty firm consensus has arisen of what ethical eating looks like. Utilization of free-range animals along with GMO and chemical free crops, often locally sourced, would […]
ETFs Are Socially Irresponsible
ETF managers tout their low fees, but what if those low fees are justified? Instead of being a feature, what if low fees are an accurate representation of the value provided by the product? Consumers make value judgments all of the time, paying more for healthy foods than unhealthy foods or paying more for electric […]
The Case for Momentum Investing: Building Better Portfolios
What Sir Isaac Newton Didn’t Realize About Investing Investment management was probably the last thing Sir Isaac Newton had in mind when he postulated that “an object in motion tends to stay in motion.” But his basic principle of classical physics offers some insightful lessons when it comes to successfully navigating today’s capital markets. In […]