December 29, 2000
GTR for Dummies! - pdf
How to use the GTR as a stock picking newsletter no matter how dummy or smarty you are.
December 23, 2000
Post of the Year 2000 - pdf
An excellent piece of personal philosophy by "seriouslyme" told with candor and humor.
December 21, 2000
Denny's Performance - pdf
This is fast becoming the worst NASDAQ correction ever and no help is forthcoming from Alan Greenspan and the Fed. How can we protect our portfolios?
December 20, 2000
Are you a Republican? - pdf
To paraphrase Douglas Adams of Hitchhiker's Guide to the Galaxy fame, "A personal outlook on Life, the Universe and Everything."
December 18, 2000
G* Angst - pdf
Caveat Emptor! Caveat Investor! Caveat Speculator! In plain English, it's your money, stupid!
December 17, 2000
Fisher, Meet Gilder - pdf
A lot of people are saying that now the GTR is quite useless. I'm sure that Philip A. Fisher would have loved to have had a Gilder in his professional lifetime.
December 16, 2000
GG's Magic - pdf
Can people reasonably expect GG to come up with the Intel of the Telecosm? No, But what he actually does is much better than that.
December 13, 2000
Islands or Mirrors - pdf
What will rule the core of the Telecosm, Cao's islands or Mirror Image? My take is that lambdas are mandatory for the edge, for connectivity, but not for the core.
December 08, 2000
Optical Vision - pdf
A rebuttal to Steve Steinke's lack of vision in the optical field and his criticism of "nonspecialists ... cheerleading."
December 05, 2000
Caching Vision - pdf
A rebuttal to Frank Levinson's challenge to GG's Caching Vision. Frank Levinson is the Chief Technology Officer and one of the founders of Finisar.
December 05, 2000
By the Numbers - pdf
If you could invest successfully by the numbers, anyone with a computer would be rich. That is not the case at all. Therefore something must be amiss.
December 04, 2000
Holding LNOP or XLA - pdf
The pros and cons of owning offshore companies. Jeff Stambovsky of the Gilder Group weighs in on this question.
November 29, 2000
Bitrate vs Lambdas - pdf
Bitrate is not speed but capacity. I hope this post clears up the idea.
November 28, 2000
How to Face a Correction - pdf
What to do when the chips are down? Maybe a change in tactics is called for.
November 04, 2000
GTR and Mr. Market - pdf
The stock market is wiser than any of its component parts. It has absorbed the lore of the Gilder Tecnology Report
October 26, 2000
Bubble - pdf
Bubbles bring us back to reality. Sure it hurts. But we cannot afford to defy reality, it always triumphs in the long run.
October 24, 2000
Worry Free Portfolio - pdf
This is not a list of stock picks even if I did mention several companies. This is a method for creating a long term portfolio.
October 07, 2000
Investing Styles - pdf
Notes for the Washington Convergence, for the investing topic I was supposed to moderate.
September 27, 2000
Telecosm - The Book - pdf
What more can I say?
September 26, 2000
Reply - pdf
An off-the-cuff reply.
September 25, 2000
Recession - pdf
Recession is on the brain! What to do about it?
September 14, 2000
Hayek and Election 2000 - pdf
Words are twisted out of their true meaning to further ideologies and often to hide the truth.
September 06, 2000
Say - Demand - pdf
Say, part 3. Demand, without the wherewithal to pay, is "want." The wherewithal is created by the process of creating the supply.
September 03, 2000
Fahrenheit 451 - pdf
Censorship is alive and well. "Fahrenheit 451 -- the temperature at which book paper catches fire, and burns..." by Ray Bradbury
September 03, 2000
Say's Law of Markets - pdf
Say, part 1. Say's Law of Markets is the economic justification behind supply side economic policy. I argue that supply and demand are not equal and opposing forces driving the economy even if both are required for the economic cycle to exist.
September 03, 2000
Say's Law Explained - pdf
Say, part 2. Supply and demand are part of the virtuous economic cycle but, at first glance, it is not easy to tell which of the two is the driving force. Break the cycle and the answer appears.
August 30, 2000
Wall Street Casino - pdf
Reminiscences of a Stock Operator is the autobiography of Jesse Livermore, one of the most successful Wall Street speculators at the turn of the century. His lessons on stock manipulations are well worth knowing.
August 12, 2000
Lambda Transport - pdf
IP browsing with Lambda transport? A look at the topology of the Telecosm and its consequences. I no longer agree with some of my August conclusions (Dec 9, 2000)
August 12, 2000
The Gorilla Game - pdf
How Geoffrey Moore tied together investing in the high tech stock market with the marketing of high tech products, something that had never been done before.
August 11, 2000
Gilder Bashing - pdf
Gilder bashing is a favorite GTF activity in bear markets. So is sucking up to GG in bull markets, Both are wrong,
August 05, 2000
Crossing the Chasm - pdf
Crossing the Chasm is a must read to better understand The Gorilla Game as an investing strategy. It describes how difficult it is to go from the early adopters to the main stream market.
August 05, 2000
Investing Tools - pdf
I was asked what tools I use. My reply: Success in the stock market is the byproduct of clear reason applied to evidence.
August 03, 2000
Don't Abandon Ship - pdf
This is something I should read weekly in bear markets!
August 03, 2000
Gilder Lighthouse - pdf
What is Gilder's relation to your portfolio? To act as a lighthouse, but the responsibility remain with you, the captain.
August 03, 2000
Carpe Diem - pdf
Carpe diem, take the day, tomorrow may not come.
June 06, 2000
The Death of DSP - pdf
A response to Nick Tredennick's article. This could be the first real innovation in chip design since the invention of the transistor.
May 23, 2000
Telecosm Gorilla Safari - pdf
An attempt to map the gorilla terrain in the Telecosm.
May 10, 2000
How It's Done - pdf
My way of investing money in Wall Street.
May 10, 2000
Privacy - pdf
How safe is it to use the GTF? Anyone can use it to place cookies on your machine and get some info back.
May 10, 2000
MarkG on Gorillas - pdf
Gorillas in the Telecosm? MarkG and I take a look at them.
May 03, 2000
My Take on MPT - pdf
Modern Portfolio Theory was (or is) the ruling deity in the investment world. It tells you when and what to buy and when and what to sell. If this really worked, computers would be richer than Bill Gates and they are not.
May 01, 2000
Wanniski on Economists - pdf
Thank God common man has common sense because economists don't have much economic sense!
March 05, 2000
Ides of March - pdf
Terabeam is about to be announced by GG and Esther Dyson's PC Forum.
March 02, 2000
A Whole Lot of Bull - pdf
An excellent overview of risk by Robert Markman.
February 25, 2000
First Kid on the Block - pdf
The pioneers get the arrows, the settlers get the land. I wonder who spoke this wonderful thought?
February 21, 2000
Right and Wrong - pdf
Decision making -- what makes a good manager vs. a poor manager?
January 16, 2000
GG and Greenspan - pdf
Greenspan promised to kill the market and he did.
January 15, 2000
Pearls 3 - pdf
RJA took the time to collect and edit some of my GTF posts. Thanks Bob!
January 01, 2000
Andrew Carnegie - pdf
What does a man do when he has more wealth than he needs?
January 01, 2000
Margin and Cash Management - pdf
How to use margin for cash management to improve returns.
