Updates

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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Former Azure Lead on Microsoft Earnings

October 30, 2025
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Executive Summary of Recent Articles Explaining CAP-X Spending Boom.

October 10, 2025
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Services PMIs and the Late Business Cycle Expansion

September 5, 2025
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U.S. Tariff Revenues: Offsetting Tax Cuts and Shifting the Burden Abroad

August 27, 2025
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U.S. Debt to GDP: A Post-WWII Comparison to the Modern Era and Fiscal Policy Implications

May 23, 2025
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Trump 2.0 Flatter and Fatter Distribution Outcome

January 6, 2025
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Does the European Union Unfairly Benefit from the United States’ Productivity and Output?

November 14, 2024
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