Updates

Rising AI productivity combined with a flattening labor market, the business cycle impact on monetary policy

December 29, 2025
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A Second Look at Tariffs and Their Impact on the Macroeconomy

December 29, 2025
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2026 OUTLOOK – TWO Speed Business Cycle, Optimism Outweighs Pessimism, But Expect Disruptions Along The Way

December 23, 2025
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FOMC Sends a Dovish Signal Despite the Expectation of a Hawkish Message

December 11, 2025
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Oracle is a Compelling Opportunity: Mispriced Scale, Misunderstood Leverage, and a Strategic Backdoor to the AI Super-Cycle

December 3, 2025
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THE TRANSITION FROM 3 NM TO 2 NM: YIELDS, PERFORMANCE, AND THE NEW ERA OF AI-DRIVEN SEMICONDUCTOR DEMAND

December 3, 2025
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The biggest refresh cycle in history is coming – The Underappreciated Leap From 3 Nanometers to 2 Nanometers: Why the Market Is Missing the Next Foundational Shift in Semiconductor Performance and Yield

December 3, 2025
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AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind

November 28, 2025
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3rd Quarter Earnings Season in Review and Earnings Season 2026 Expectations: Three Conclusions

November 25, 2025
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Important Earnings Season Observations

October 31, 2025
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