Updates

The AI (Artificial Intelligence) Super-Cycle

January 16, 2026
Read More

The Outlook for the Yuan (Renminbi)

January 16, 2026
Read More

China’s Trade Surplus, Global Liquidity, and the AI Capital Cycle

January 15, 2026
Read More

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

December 29, 2025
Read More

A Second Look at Tariffs and Their Impact on the Macroeconomy

December 29, 2025
Read More

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

December 23, 2025
Read More

FOMC Sends a Dovish Signal Despite the Expectation of a Hawkish Message

December 11, 2025
Read More

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

December 3, 2025
Read More

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

December 3, 2025
Read More

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
Read More