The Week That Matters (9-13 June, 2025)

"For Silicon Valley and its idols, innovation is the new selfishness" Evgeny Morozov

This newsletter will argue the following this week:

1. Silicon Valley needs to be reformed.

2. For alpha generation, focus on Japanese small and mid-cap stocks.

Silicon Valley needs a reformation.

The stock market analyst, Tom Lee, is a force of nature, but he got over-excited about the Russel 2000 earlier in the year. The index is a waste of time, full of …