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Big Tech's Second Quarter Just Started, And It's Already Facing Major Challenges
The year’s second fiscal quarter is officially underway, and Big Tech is already facing a number of major challenges.
Jamie Dimon Highlights Iran War, Private Credit, And AI-Driven Job Losses As Major US Risks In His Annual Letter
Jamie Dimon says a resilient US economy is still threatened by the Iran war, a looming credit cycle, ongoing trade negotiations, amongst other things.
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Inflation Causes Mixed Signals
Toward year end, stock and bond markets appear to be sending mixed signals for year ahead. For investors, the truth could be somewhere in the middle.
Elon Musk Mocks Billionaire Investor David Einhorn for Betting Against Tesla
Of late, Einhorn’s bet against Tesla has been a losing one for Greenlight. Tesla’s shares have shot up more than 50% since the end of June.
Goldman Sachs Out With 10 Top Macro and Stock Market Themes for 2022
“We expect less impressive returns for risky assets in line with a more mature cycle.” Translation: we are nearing the end of the gravy train.
'Stagflation is the Message' as Prices Spike to 30-Year Highs
Since the Federal Reserve announced its plans to taper its massive bond purchases, yields have been unusually calm.