China Seizes Control Over Supply Chain
“You can’t get past politics. And History (capital H) doesn’t end.”
“You can’t get past politics. And History (capital H) doesn’t end.”
“The Federal Reserve is about to hold the most important meeting of the year in Jackson Hole, Wyoming – and make no mistake that’s what the markets will be all about today.”
“It’s not just hype. So get hyped.”
“Nvidia (NVDA) brought fire, ruin, and devastation to its critics yesterday, delivering earnings and revenue well beyond what experts expected.”
“Nvidia is going to dominate this session.”
“The company is at the center of the AI boom and has enjoyed a blistering pace this YTD.”
“Zoom surged in after-hours trading after crushing earnings expectations.”
“(And remember, it is ZM, not ZOOM).”
“ZM was up more than 4.4% in extended trading.”
“Turns out you can’t copyright AI… so what does that mean for movies?”
“Or original content?”
“Or any of the sweeping innovations that were supposed to accompany this technology?”
“You can build a career on being right once…”
“But it’s dangerous if others start following you thinking you are going to be right every single time.”
“Inflation is surging in Argentina, and that may help the ‘far-right’ libertarian win office.”
“And that could make the dollar Argentina’s currency… one of his policy proposals.”
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