Ed Ziron wrote an article titled The Subprime Data Center Crisis (22 July 2026).
Continue reading “AI Data Center SPVs are analogous to subprime mortgage CDOs”Investing in the power grid to meet demand growth
Scott Aaronson wrote an opinion piece about regulated investor-owned electric utilities for Utility Dive titled Don’t gut the utility model just as we need it most (22 July 2026).
Continue reading “Investing in the power grid to meet demand growth”$1.65 trillion in off-balance-sheet AI debt
Kohei Yamada wrote an article for Nikkei Asia titled Five US tech giants’ hidden debts soar to $1.65tn on opaque AI funding (21 July 2026).
“Hidden debt at U.S. tech giants swelled eightfold in roughly four years to an estimated $1.65 trillion as artificial intelligence investments ballooned., a Nikkei study shows, exceeding actual [reported] debt and making it tougher for investors to assess risk.”
Continue reading “$1.65 trillion in off-balance-sheet AI debt”Hijacking the brand equity of EF Hutton
Matt Levine wrote an article for Bloomberg titled 23andMe is Just Me Now: Also EF Hutton, Avon CDS, and pig butchering. (19 September 2024) .
Continue reading “Hijacking the brand equity of EF Hutton”Rory Sutherland on ROI and Opportunity Cost
Camille Moore asked Rory Sutherland, Vice Chairman of Ogilvy, “What do you see as the biggest problem that’s facing branding right now?”
Continue reading “Rory Sutherland on ROI and Opportunity Cost”CFOs play an outsized role in crushing innovation.
Roger L. Martin wrote a Medium post titled How to Become a Strategic Chief Financial Officer (1 April 2024).
Continue reading “CFOs play an outsized role in crushing innovation. “Zombie companies
Investopedia defines zombies as “companies that earn just enough money to continue operating and service their debt… Zombie companies have no excess capital to spur growth and are considered close to insolvency.” Here are two articles on zombies:
Continue reading “Zombie companies”Amazon profitability (or lack thereof)
Todd Bishop wrote an article for GeekWire titled Amazon would have posted $1.8 billion operating loss in Q4 2021 if not for Amazon Web Services (February 3, 2022).
Continue reading “Amazon profitability (or lack thereof)”financial and economic data websites
Mike Zaccardi wrote a blog post with a list of financial and economic data links. “When I taught at the University of North Florida, I always sought to arm my finance students with the best tools of the trade… Few things get me more pumped than when I come across an impressive financial website—one that doesn’t charge.”
of 133 publicly traded unicorns in the U.S., 89 had cumulative losses greater than their annual revenues
Jeffrey Funk and Adam Acar wrote an article for Nikkei Asia titled Ride-hailing insanity shows Japan is right to shun startups.
Continue reading “of 133 publicly traded unicorns in the U.S., 89 had cumulative losses greater than their annual revenues”
Articles of Interest 