The Israel Test
Israel has become the heart of the West. Whether there is to be a "next American century" largely depends on whether the U.S. passes "the Israel Test."
- Indexed issues, last 90 days
- 12
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- Sep 19, 2026
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Socialism Sneaks Back into Life (opens the original)
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Trigger Warning (my first ever). I first published this over at Eagle Publishing for the Gilder Technology Report. A respected Eagle colleague declared it antisemitic. I thought that bizarre and still do. But I’m pointing it out just in case.By Richard VigilanteThe most obvious explanation for the political resurgence of socialism—that the testimony of history is far less powerful than the testimony of experience—must be at least part of the truth. Boomers, or many of them, remember not only the
Don’t Worry JD, No One Thinks You Love Israel Too Much (opens the original)
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JD Vance says, by way of making clear he is not ‘captured’ by Israel: “We’re going to work with people when we work with them…We’re going to disagree when we disagree, and we’re going to pursue America’s interests. That’s the only way to have a rational foreign policy.”This apparently common-sense remark leaves out one of the key elements of “a rational foreign policy,” alliances.Washington warned us against entangling alliances, but useful and persistent alliances require some entanglement. The
Hunt Treasure, Become a Paradigm Detective (opens the original)
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As so often happens, my esteemed colleague Dr. Robert Castellano, PhD, has given me an excellent idea. He recently wrote a piece pointing out that the market seems to be overvaluing AMD (NASDAQ: AMD) as compared to Nvidia (NASDAQ: NVDA) just because AMD had a few outstanding quarters.Part of his argument was strictly on the numbers. Yes, recently AMD has grown faster, by percentage increase. But Robert pointed out NVDA’s growth comes from a far larger base, and in absolute terms is still growing
An Investment Theory for the AI Economy, Part II (opens the original)
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The great temptation for technology investors, your servant included, is to focus on where technology is advancing. One of the first things I learned from George Gilder was to ask instead where economic value is accumulating.The first time I can remember this coming up was when George explained “low and slow.” This was back in the late 1980s when I was helping him with his great book Microcosm. At the time, the conventional “high tech” path to multiply computing power was to ramp up electrical p
The Forgotten Technology That Created 40 Million Jobs (opens the original)
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I have been systematically re-reading Peter Drucker, and I am consistently impressed by how much I missed the first time.Most recently, I have been reading “Innovation and Entrepreneurship,” published in 1985 and covering events starting in the late 1960s. So my late childhood, adolescence, and early adulthood.Having lived through this period, I had a picture of it in my head, and it turns out my picture was all wrong. The 1970s I remembered as locked in the doldrums of stagflation, with no reli
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