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AI, Ma Bell, and the Case for Oligopolies
CHART OF THE DAY GOOD MORNING! Amidst the bidding war that seems to have arisen for Warner Brothers Discovery, one suitor has reportedly raised antitrust...
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Our Search for Critical Minerals Might Be About to Shift
CHART OF THE DAY GOOD MORNING! China's current chokehold on the production of critical materials like lithium and rare-earth minerals has caused plenty of consternation...
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What Does Google’s Advance Mean For Nvidia And The AI Trade?
CHART OF THE DAY GOOD MORNING! Google’s on a roll worthy of envy. But as its update to Gemini reshuffles the AI leaderboard, investors remain...
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The Key Retail Earnings Reports To Look For This Week
CHART OF THE DAY GOOD MORNING! Third-quarter earnings from Walmart, Ross Stores, and TJX, the parent-company of T.J. Maxx, have been a rare bright spot...
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Forget the Trump and Fed Put. How About the Nvidia Put?
CHART OF THE DAY GOOD MORNING! I know we are all well aware that our lives hang on the success and failure of Nvidia, but...
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Who Benefits From The K-Shaped Economy
CHART OF THE DAY GOOD MORNING! Walmart shares ended up as the star yesterday over Nvidia’s blowout quarter in a surprising twist of market luck. ...
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