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Large tech companies have been jumping into the semiconductor industry. Amazon, Google, Tesla, and others have developed semiconductors for use…

US Economy I: Raising Odds of a Recession a Tad On July 31, Debbie and I lowered our odds of…

The stock market rallied from Friday through Wednesday despite Fed Chair Jerome Powell’s hawkish speech at Jackson Hole on…

While we await Fed Chair Jerome Powell’s Jackson Hole speech on Friday, which is bound to impact the financial…

Let’s revisit our upbeat response to the most frequently cited reasons to be worried about a recession: (1) Falling…

Inflation tends to be a symmetrical phenomenon. It tends to come down as quickly or as slowly as it went…

Artificial Intelligence is just one of several technological innovations that are likely to drive the economy during the Roaring 2020s.…

Economists who are still forecasting a recession typically offer four reasons. First is the inversion of the yield curve. Second…

When the Fed started to raise interest rates aggressively last year, there was lots of speculation that it would cause…

Earnings I: The Past The Q1 earnings season is over, and the final numbers are in. They were better-than-expected results,…

The stock market discounts earnings over the next 52 weeks. How do we know this? Most industry analysts provide earnings…

Joe and I have recently observed that the S&P 500 has a breadth problem. This is a widely…