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2023-11-01This report delves into open payment gateways, cryptocurrencies, and central bank digital currencies (CBDC).
2023-08-01This report delves into the new important role of government intervention: new barriers to trade such as tariffs and foreign investment restrictions, antitrust concerns, and ESG rules and regulations in world trade, finance, and technology.
2023-03-01This report delves into the top global tech risks as of early-2023: inflation, growth, trade warfare, climate change, biodiversity, social polarization and inequality, post-pandemic health care, and online privacy.
2022-11-30This report focuses on the recent climate technological advances and their broader implications for environmental, social, and governance (ESG) stock market investment strategies.
2022-09-21This ebook delves into key financial topics and stock market investment articles.
2022-05-01This macro report focuses on the global supply chain issues and semiconductor microchip shortages in response to persistent demands of U.S. tech titans.
2021-11-03This analytic report shines fresh light on the fundamental prospects of U.S. tech titans Facebook, Apple, Microsoft, Google, and Amazon (FAMGA) as of November 2021.
2021-05-02This analytic report shines fresh light on the fundamental prospects of U.S. tech titans Facebook, Apple, Microsoft, Google, and Amazon (FAMGA) as of May 2021.
2020-11-11This analytic report shines fresh light on the fundamental prospects of U.S. tech titans Facebook, Apple, Microsoft, Google, and Amazon (FAMGA) as of November 2020.
2020-06-06This ebook delves into key financial topics and stock investment memes blog posts and essays.
2022-05-30 09:32:00 Monday ET
The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries. Our current fundamental macro a
2019-08-02 17:39:00 Friday ET
The Phillips curve becomes the Phillips cloud with no inexorable trade-off between inflation and unemployment. Stanford finance professor John Cochrane disa
2020-05-21 11:30:00 Thursday ET
Most blue-ocean strategists shift fundamental focus from current competitors to alternative non-customers with new market space. W. Chan Kim and Renee Ma
2018-07-13 09:41:00 Friday ET
Yale economist Stephen Roach warns that America has much to lose from the current trade war with China for a few reasons. First, America is highly dependent
2019-01-21 10:37:00 Monday ET
Andy Yeh Alpha (AYA) AYA Analytica financial health memo (FHM) podcast channel on YouTube January 2019 In this podcast, we discuss several topical issues
2018-08-23 11:34:00 Thursday ET
Harvard financial economist Alberto Cavallo empirically shows the recent *Amazon effect* that online retailers such as Amazon, Alibaba, and eBay etc use fas