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After eBay's Surprise Merger Bid on GameStop, Burry Bails
There Appears To Be A Disconnect Between Elevated Market Levels And Persistent Global Instability
At this year’s Milken Institute Global Conference at the The Beverly Hilton, the familiar signals of capital and influence were once again on display—subtle markers of continuity in an environment otherwise defined by rapid change.
Recent
Inflation Report Will Disappoint Markets (And The Fed)
Global investors are braced for a key March inflation report that is expected to either challenge or support the Fed's interest-rate-cut projections.
Mastering Mega Caps: Principal Asset Management’s USMC ETF for Stability and Growth
Principal Asset Management’s U.S. Mega-Cap ETF (ticker symbol: USMC) provides exposure to mega-cap companies. USMC takes the top half of the S&P 500 by market valuation and adds an equal-weight chassis to the portfolio. The portfolio includes 42 names, emphasizing companies with better financial strength and lower volatility. These mega-cap companies are now considered the establishment and often pay dividends, making them attractive for investors seeking quality and growth.
US Will Not Accept Chinese Imports Decimating New Industries, Yellen Says
U.S. Treasury Secretary Janet Yellen warned China that Washington will not accept new industries being decimated by Chinese imports.
The AI Trade Has a Jamie Dimon Problem: Morning Brief
Some analysts have referred to AI as ushering in the "Fourth Industrial Revolution." Dimon's comparisons make the same point, more specifically.