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I worked in a used book store in 1981, and we had many copies of The Thornbirds and Valley of the Dolls on the shelves, which I studiously ignored. Now, 40+ years later, they are my two best books this month! The Familiar was better history than it was fiction or fantasy.

I was shocked: in 2024 telcos are getting back into the data center business and spending billions building gen AI facilities. Are they doing the right thing? Telecoms tackle the generative AI data center market deloi.tt/4d9LNcz via Deloitte Insights

I was blown away by Maya Angelou's I Know Why the Caged Bird Sings this month. Everything else was either good-but-flawed (Curiosities and Forgotten on Sunday) or stress reads, aka romance or romantasy. Looking forward to reading more Angelou!

The semiconductor industry is at an inflection point: Revenue is expected to reach $1 trillion by 2030, but the industry continues to face widespread talent challenges—including an aging workforce and the rise of GenAI. deloi.tt/3BNUjRq via Deloitte US

I used to introduce Barbara Stewart, CFA as "one of the world's leading researchers on women and finance." After today's white paper on women & alts, I need to change that: "Please meet Barbara...she is THE leading global researcher on women and finance!" barbarastewart.ca/Kensington_Wom…

Top picks for October: Burnett's The Little Princess (kid's book, but charming), Sebold's The Lovely Bones (less creepy after the opening murder) Kuang's How to End a Love Story (unusually well crafted romance) and Chambers' Small Pleasures (brilliant evocation of 1957 England)

Deloitte’s TMT Predictions 2025 is here! From #GenAI to #cloud innovations and sustainability, #DeloittePredicts the key trends that will shape our world. Ready to dive in? Read here. deloi.tt/4fbx2I0

Generative AI for Software Development: Tech Companies Leading the Way Could the use of generative AI coding tools for software development help lead to wider use of the technology across all industries? deloitte.wsj.com/cio/generative… via The Wall Street Journal

Wishing a happy holiday season to all. See you in the future! (2025) with Barbara Stewart, CFA and Grace, who is not on this platform.

I read 12 books in December, and 152 for the full year. The 6 largest images below are my top reads for the December...I can't possibly pick my top books for the year. Happy New Year to everyone, and happy reading!

January: My top 6 books (of 18) this month are on the left. Love Ann Patchett - each brilliant book is different from her others. Two fun romance reads from Jenny Colgan, plus a new Emily Henry. DeWitts' The English Understand Wool is weird, wonderful, wise, and funny.

Our 2025 global semiconductor industry outlook launches today; GenAI, talent, geopolitics and more. Plus many excellent charts! deloi.tt/40Nm3hV via Deloitte Insights

Our 2025 telecommunications industry outlook just dropped! deloi.tt/4gUWG3v via Deloitte Insights

Of the 10 books I read in February my two faves were Clare Chambers' A Dry Spell and Ali Hazelwood's Deep End. Ministry of Time and Night Tiger were interesting, but flawed.

Chiplets, Silicon Photonics, and More: New Tech to Put on Your Radar deloitte.wsj.com/cio/chiplets-s… via The Wall Street Journal

The future of connectivity is not just about bandwidth and faster download speeds, but about universal coverage, better access, and higher performance. www2.deloitte.com/us/en/insights…

Of the 14 books I read in March, my top two were Nora Ephron's Heartburn, which is brilliantly funny, dark and personal. Holds up really well. Also Sarah Moss' Summerwater, which was literary, disturbing, and makes me much less likely to vacation in Scotland ever. 😀

AgTech Innovations Can Reduce Costs, Conserve Natural Resources deloitte.wsj.com/sustainable-bu… via The Wall Street Journal