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
2018-04-11 09:37:00 Wednesday ET
North Korean leader and president Kim Jong-Un seeks peaceful resolution and denuclearization on the Korean Peninsula. When *peace* comes to shove, Asia
2023-08-14 09:25:00 Monday ET
Peter Isard analyzes the proper economic policy reforms and root causes of global financial crises of the 1990s and 2008-2009. Peter Isard (2005) &nbs
2022-09-25 09:34:00 Sunday ET
Main reasons for share repurchases Temporary market undervaluation often induces corporate incumbents to initiate a share repurchase program to boost the
2018-11-30 12:42:00 Friday ET
Andy Yeh Alpha (AYA) AYA Analytica financial health memo (FHM) podcast channel on YouTube November 2018 AYA Analytica is our online regular podcast and news
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