The Dock Street Blog

thinking in Real Time

  • December 7, 2024

    "This time is different." But it is also important to acknowledge that things do change.In 2000, the top 10 companies by size were:Microsoft (Technology) - $586BGeneral Electric (Diversified) - $477BCisco (Technology) - $366BWalmart (Retail) - [...]

  • October 7, 2024

    Data Center Return on Capital Wall Street is skeptical about the many billions of dollars currently being spent to build out more AI-centric data centers. Most accept that the money will be spent—but there’s a [...]