2023-12-03 11:33:00 Sunday ET
Macro innovations and asset alphas show significant mutual causation. April 2023 This brief article draws from the recent research publicati
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
2019-06-15 10:28:00 Saturday ET
The Sino-American trade war may slash global GDP by $600 billion. If the Trump administration imposes tariffs on all the Chinese imports and China retaliate
2019-09-25 15:33:00 Wednesday ET
Product market competition and online e-commerce help constrain money supply growth with low inflation. Key e-commerce retailers such as Amazon, Alibaba, an
2018-12-11 10:34:06 Tuesday ET
Several eminent American China-specialists champion the key notion of *strategic engagement* with the Xi administration. From the Hoover Institution at Stan
2018-03-17 09:35:00 Saturday ET
Facebook faces a major data breach by Cambridge Analytica that has harvested private information from more than 50 million Facebook users. In a Facebook pos