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DEEP DIVE: Who Will Win the AI Search Arms Race?
This week, both Microsoft and Google made announcements touting their artificial intelligence (AI) prowess and plans as they battle to…
Deep Dive
99 posts
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DEEP DIVE: The Fed - Peak Hawkishness?
The FOMC’s two-day meeting ends tomorrow. At 2:00 p.m., the committee will issue its statement, and at…
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DEEP DIVE: Pessimistic Consensus
It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly.…
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DEEP DIVE: The Fed: ‘Moderation’ Is the Word
Bond yields fell and stock prices rose in response to Fed Chair Jerome Powell’s speech today at the Brookings…
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DEEP DIVE: US Is A Net Exporter Of Fossil Fuels
Climate activists believed that if governments were to impose regulations that limit fossil fuel production, fossil fuel prices would rise,…
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DEEP DIVE: Has the S&P 500 Discounted a Hard Landing?
One of our accounts recently asked us to assess the extent to which the stock market has discounted a garden-variety…
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DEEP DIVE: Lots Of Explanations For Current Labor Shortage
Sure, Covid caused many workers to leave the workforce owing to health concerns or for caregiving purposes. But it’s…
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DEEP DIVE: A Rolling Recession Is Underway
Debbie and I have said it before: “The next recession may be the most anticipated recession of all times.” We…
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DEEP DIVE: The Valuation Question
This is an excerpt from our Oct 4 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts…
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DEEP DIVE: Fed Chair Jerome Powell Channels Former-Fed Chair Paul Volcker
This is an excerpt from our Aug 30 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts…
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DEEP DIVE: Is Divine Disinflation Possible?
This is an excerpt from our Sept 6 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts…
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DEEP DIVE: Anatomy Of A Rolling Recession
This is an excerpt from our Aug 30 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts…
