Newsletters
Microsoft
October 2019
Dollars and Sense
September 2019
Microsoft
Even as Microsoft and Apple vie for the title of the largest company by market capitalization in the S&P 500 Index, Microsoft has garnered little attention over the last few years. It did not even merit a letter in the FAANG (Facebook, Apple, Amazon, Netflix, Google) acronym. But Microsoft is arguably the one company that has brought about the greatest changes in society in the past fifty years. Its founder, Bill Gates, is possibly the most important entrepreneur since Henry Ford. Most businesses communicate using Outlook and Word, compile and analyze data using Excel, and develop and present ideas and goals using PowerPoint. Bill Gates’ story would seem to confirm that entrepreneurs are born, not made. He has an insatiable hunger for knowledge and advancement, and has set as a goal for his remaining years, the wholesale improvement of the human condition.
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We need more of both. The U.S. and global economies need more dollars in circulation, and our political leaders need better judgement (sense). Did President Trump cross the “high crimes and misdemeanors” line in his call with the Ukrainian President? Will it make political sense for the Democrats to push forward with an impeachment inquiry and vote? The political stakes have ratcheted higher for both parties with more than a year to go until the general election. We don’t have a call yet on who it will benefit and who it will hurt, although Joe Biden had already been falling in the polls and the prediction markets relative to Elizabeth Warren.
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