2024-10-14 11:33:00 Monday ET
Stock Synopsis: Video games continue to take both screen time and monetization from many other forms of entertainment. We are broadly positive about the
2020-05-28 15:37:00 Thursday ET
Platform enterprises leverage network effects, scale economies, and information cascades to boost exponential business growth. Laure Reillier and Benoit
2022-11-25 09:29:00 Friday ET
Uniform field theory of corporate finance While the agency and precautionary-motive stories are complementary, these stories can be nested as special cas
2027-04-30 12:31:00 Friday ET
In recent years, the current AI-driven stock market rally may or may not turn out to be another major asset bubble in global human history. For the pract
2023-05-31 11:27:00 Wednesday ET
What are the top global risks in trade, finance, and technology? In this macro report, we focus on the current global risks from inflation and growth con
2019-10-03 17:39:00 Thursday ET
President Trump indicates that he would consider an interim Sino-American trade deal in lieu of a full trade agreement. The Trump administration defers high