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A weekly five-point roundup of critical events in fintech, the future of finance and the next wave of banking industry transformation. a16z Goes to London, Leaves Questions In Its Wake What happened: Andreesen Horowitz has never opened an office outside of the U.S. When the world’s most famous venture capital firm decides to go to London, people pay attention. Why it matters: The early backers of Facebook, Twitter, Coinbase, and Stripe, among many others, haven’t …

It’s 1955. You’re a Detroit autoworker. Motor City has boomed for the past half-century. It’s grown from small town to metropolis, driven by the auto industry. Henry Ford hired your father right as Model T sales were taking off. The number of autoworkers has 10X’d since he stepped onto the assembly line. Now, Ford F  and General Motors GM  are two of America’s largest and most powerful companies. Detroit is the richest city in the world. Life …

Did “FAANG” stocks resurrect from the dead? Giant tech stocks got crushed last year. But Facebook META  has doubled since January. Apple AAPL … Amazon AMZN )… Netflix NFLX … and Google GOOGL  each jumped at least 20% this year, too. If you made money from these big bounces, congratulations. Four decades of stock market history tells me it’s time to take your winnings and get out… I’ll share a little-known stock to buy instead. But first… This table …

A weekly five-point roundup of critical events in the energy transition and the implications of climate change for business and finance. Rich Countries Say Almost Any Investment They Make Fights Climate Change What happened: At the 2015 Paris talks, developed nations promised the United Nations they would funnel $100 billion into what is broadly referred to as “climate finance”: projects that might have some ability to mitigate the effects of climate change. Some countries, however, …

Great disruption investors know timing trumps all. Disruptors invent the future. For example, Amazon AMZN  created the online marketplace. Netflix NFLX  pioneered video streaming. And Apple AAPL  is the main reason 85% of Americans have a smartphone. Disruptors figure out how to accomplish things that have never been done before. This often leads to big stock market profits. But it can also lead to irrational excitement. And irrational excitement can lead to dangerous situations in the stock …

Congrats to the latest tech darling, Nvidia Corp. NVDA , on hitting $1 trillion in market cap. Nvidia is the supposed pure-play, must-own company for all things artificial intelligence (AI)—it produces the chips that go into data centers that power AI. Now it joins the trillion-dollar market-cap club. This exclusive club includes a handful of tech giants, including Apple AAPL , Amazon AMZN , Microsoft MSFT , Meta META , and Tesla TSLA . That’s not …

1. There’s no guaranteed way to make money in the markets. But following the government’s ’money trail’ comes pretty close… When politicians in Washington plow billions of dollars into an industry, pay attention. It’s usually a telltale sign to be bullish. Stocks from that sector will likely soar. Just look at the defense industry… After World War II, the U.S. set out to build the world’s greatest military. The government spent billions of dollars working toward …

We often talk about technology’s influence on the economy. After the Strategic Investment Conference, though, I’ve decided that isn’t strong enough. It’s more correct to say technology is the economy. But when I use the word technology here, I’m not talking about the big, nifty eight tech companies that dominate today’s stock market. I’m talking more about the entire scope of technological advances over the past 300+ years. None of our economy today is possible …

A weekly five-point roundup of critical events in the energy transition and the implications of climate change for business and finance. Poor Country Offering Carbon Offsets Would Like to Be Less Poor, Now What happened: Zimbabwe is the 12th largest creator of carbon offsets, a still-new industry that projects to grow as large as $1 trillion per year in the next 15 years. It’s also a relatively poor country whose government just shocked the market …

A weekly five-point roundup of critical events in the energy transition and the implications of climate change for business and finance. 1. Tesla Tries to Reinvent the Electric Car Again What happened: Tesla has plans to build its biggest plant ever, breaking ground as early as next month. More importantly, that new plant might feature a radical redesign of how automobiles are put together, an “unboxed” process one expert described as “revolutionary.” Why it’s important: …