Blog
I believe the most important thing Americans must do is to secure their economic well-being in an increasingly challenging, complex world. What I have written about all these years is the process of creating wealth, not for any one individual, but for the United States as a whole. Ever since I was a young correspondent witnessing the emergence of China after the country opened in 1979, I’ve believed we have to get more serious about creating wealth. I retain faith in the resiliency of the U.S. economy and the enterprise of American people. If Americans have the right strategies, we can once again create widespread wealth. Come with me on this journey.
Very important information on U.S.-Chinese AI rivalry
February 8, 2019
The Algorithm, a news feed from the Massachusetts Institute of Technology, offers a very concise, understandable analysis of a new report on Artificial Intelligence. This is a subject we must keep track of as we observe U.S.-Chinese relations. It’s common to talk about China and the US being in an “AI arms race,” as each […]
Nikkei Article Supports Argument that Apple is Trapped in China
February 5, 2019
This article puts flesh on the bones of my argument that Apple is locked in a losing competitive and geographic strategy. It should have started shifting some production out of China years ago. But instead Tim Cook doubled down and increased production there to achieve greater efficiencies.
Li Yuan of the Times has emerged as a key observer of U.S.-Chinese tech tensions
February 4, 2019
I’ve been watching Li Yuan since she was at the Wall Street Journal. Now with the New York Times in Hong Kong, she has emerged as one of the smartest commentators on U.S-Chinese tech tensions. In this piece today, she says Chinese companies such as Huawei–which is in the line of fire from the American […]
Apple’s Real Problem: It’s Trapped In a Losing Competitive and Manufacturing Strategy
January 31, 2019
There’s always a great deal of commentary about Apple. Much of it has centered recently on its dependence on sales of its iconic smart phones. But that’s only part of the problem: the company is stuck in a strategy that is bound to lose, as reflected in multiple articles today in the New York Times […]
Can Auto Manufacturers Customize A Car For You?
January 16, 2019
I seek to answer that question in my latest story for Compass magazine.
This Hedge Fund Must Be Stopped–No Purchase of Gannett
January 15, 2019
There’s news today, in this article in the New York Times, that a New York hedge fund consisting of “vulture capitalists” is backing a hostile takeover bid for Gannett, the publisher of USA Today and 100 other newspapers. This is a terrible idea. Journalists don’t often get involved in the business side, meaning talking about […]
