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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.
2022-05-01This macro report focuses on the global supply chain issues and semiconductor microchip shortages in response to persistent demands of U.S. tech titans.
2020-05-05This analytic report shines fresh light on the fundamental prospects of U.S. tech titans Facebook, Apple, Microsoft, Google, and Amazon (FAMGA) as of May 2020.
2019-11-11This analytic report shines fresh light on the fundamental prospects of U.S. tech titans Facebook, Apple, Microsoft, Google, and Amazon (FAMGA) as of November 2019.
2022-11-05 11:32:00 Saturday ET
CEO overconfidence and corporate performance Malmendier and Tate (JFE 2008, JF 2005) argue that overconfident CEOs are more likely to initiate mergers an
2018-03-01 07:35:00 Thursday ET
Trump imposes high tariffs on steel (25%) and aluminum (10%) in a new trade war with subsequent exemptions for Canada and Mexico. The Trump administration&#
2018-06-08 13:35:00 Friday ET
The Federal Reserve delivers a second interest rate hike to 1.75%-2% and then expects subsequent rate increases in September and December 2018 to dampen inf
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
2019-05-01 09:27:00 Wednesday ET
Apple settles its 2-year intellectual property lawsuit with Qualcomm by agreeing to a multi-year patent license with royalty payments to the microchip maker
2018-10-07 13:39:00 Sunday ET
The U.S. greenback soars in value as the Federal Reserve continues its interest rate hike. With impressive service-sector data and non-farm payroll wage gro