Google

Internet search firm Google can do no wrong. It is Amazon, eBay, Reuters, and Britannica all in one. It has low-end disruptive technology, a popular primary-color brand, an advertising model that works, and profits — nine quarters in a row. It entered a cluttered space late and still cleaned up. It even writes better modern poetry than humans. For these Read More ›

With deflation under control, the case for a U.S. economic comeback gets stronger every day. But the conventional wisdom is that two of our most important and hardest hit sectors, technology and telecom, have so much capacity and so little confidence that it will be many years before they return to health. Telecom investment is down 75% since 2000, there Read More ›