Jan

30

Razor's Edge: BigTech/Online Advertising

Jan 30, 2024

3 min read

Jan

26

Razor's Edge: Boeing, Google Lumiere

Jan 26, 2024

2 min read

Jan

19

Razor's Edge: China Is Uninvestable??

Jan 19, 2024

5 min read

Jan

17

Razor's Edge: Boeing and Regulatory Capture in Capitalism

Boeing down another 8% yesterday with a whole mish mash of noise from new FAA requests, a Wells Fargo downgrade,

Jan 17, 2024

8 min read

Jan

16

Razor's Edge: Nvidia's Pide Piper/Baidu Bumblings

Jan 16, 2024

4 min read

Jan

08

Razor's Edge: BA/JNPR/Twlo

Jan 8, 2024

2 min read

Jan

08

Razor's Edge: BA

Jan 8, 2024

Jan

08

Razor's Edge: Boeing

Jan 8, 2024

1 min read

Dec

30

Razor's Edge: 2023 Recap

Dec 30, 2023

12 min read

Dec

18

Razor's Edge: Quick Update

Dec 18, 2023

1 min read