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Economy
Earnings Growth, Not Fed Policy, Drives Stock Market Returns
This is one of the most popular and yet misleading charts in macro.
People like simple narratives: the Fed is ''pumping money'' into…
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Apple: Leading The Way In Augmented Reality (NASDAQ:AAPL)
aislan13/iStock via Getty Images Thesis I have been fascinated by technology and the impact it has on our daily lives since I was very…
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Apple’s Market Cap Is Higher Than The 100 Largest Mining Stocks Combined (NASDAQ:AAPL)
BraunS/E+ via Getty Images Thesis The current high valuations of tech stocks compared to commodities stocks is aptly highlighted by…
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Apple Stock: Potential Apple GPT Strategy (NASDAQ:AAPL)
Justin Sullivan/Getty Images News Recent rumors of Apple (NASDAQ:AAPL) developing its own large language model of AI, or generative AI,…
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Intel Earnings Preview: Facing Continued Headwinds, Chipmaker Eyes Q3 Comeback
In Q1, Intel suffered the biggest loss in its history after its revenues plunged 36%.
The chipmaker presents results on July 27 and is…
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Apple: Consider Selling The AI News (NASDAQ:AAPL)
Scott Olson Apple Inc. (NASDAQ:AAPL) is gearing up for the release of its fiscal third quarter or FQ3 earnings release post-market on…
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ESG Investing Is Dying Its Inevitable Death
ESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The push of “woke activism” on, and by…
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Federal Reserve Board – Federal Reserve announces that its new system for instant payments,…
The Federal Reserve on Thursday announced that its new system for instant payments, the FedNow®…
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Inflation Volatility Tells Us This Is Probably Not Over
In the course of this inflation cycle – and I do think this is a cycle, and not necessarily a one-off, although the subsequent peaks may…
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Federal Reserve Board – Federal Reserve Board announces two enforcement actions against…
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