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Recent Articles By The Author

Health Care Reform: What Happens Next?

As health reform moves from policy to practice, it's critical for health care and supportive industries to embrace the widespread use of information technology and other key productivity measures.

Smaller 'Black Swans' Are Around Us

Smaller 'Black Swans' Are Around Us

The idea of the Black Swan should not be reserved for global shocks. Smaller, more mundane swans are whipsawing individual stocks and sectors, even when the rest of the market is calm.

Blame Reg NMS for Thursday's Crash

Thursday's market crash occurred because of the changes brought about by Reg NMS, including the marginalization of specialists.

Net Neutrality: A Tax on the Internet

Net neutrality has the potential to distort the parameters built into the business models of broadband operators in such a way that will increase expected risk and significantly discourage further industry investment.

Comcast-NBC and the Regulatory Road to Nowhere

Numerous questions have been raised about the proposed merger of Comcast and NBC Universal. How will the regulators evaluate the deal and reach a decision?

Goldman Execs Need to Show Accountability, Humility: Opinion

Goldman Execs Need to Show Accountability, Humility: Opinion

Here is my suggestion to Goldman Sachs CEO Lloyd Blankfein - be accountable. A little humility goes a long way. Who knows? Maybe they'll even forget about the short position on the housing bubble.

How to Prevent Another Global Bubble

How to Prevent Another Global Bubble

In The Fearful Rise of Markets, John Authers argues that world markets are synchronized, and far more prone to bubbles and meltdowns than they used to be.

Apple 10-Q Yields Surprises (Update)

Apple's quarterly report to regulators shows a shift to conservatism that's almost unheard of.

Broadcom's Top, Bottom Lines Lack Quality

Broadcom's growth rates and upside from expectations are meaningless given a lack of quality on both the top and bottom lines.

Juniper Sell Rating Explained

Juniper shares are up 17% year to date and valued at 144 times trailing GAAP earnings. Competitor Cisco Systems, rated sell, trades at roughly 26 times.