Calm Markets? Maybe Not For Long
Stock market volatility has been muted for much of this year. In March, amid the failures of Silicon Valley Bank…
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Reaching The Fed’s 2% Target Will Cost America Big, New Research Shows
There’s inflation, and then there’s big, elevated, inflation, humongous out-of-control inflation. And depending on which type you are fighting the…
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Debt Default. What’s An Investor To Do?
The likelihood of a U.S. debt default is higher than ever. Deutsche Bank estimates a…
OpenAI Competitor Anthropic Secures $450m In Latest Funding Round, With Google As Backer
Key takeaways Generative AI firm Anthropic has raised $450m in its Series C funding round,…
Buyers Remain Sidelined
Key News Asian equities were lower overnight as Hong Kong underperformed. The lack of a…
Nvidia Will “Still” Surpass Apple’s Valuation
My coverage on Nvidia as an AI leader began in 2018 (yes, really – five…
China’s Zeekr Sales Drive In Europe Threatens BMW, Audi, Mercedes
Europe’s automotive industry has been attacked by wannabees before, but the current assault planned by…