Lots More on the Ongoing Mess That Is Intel
The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling...
4 Okt 202430min
The Big Tax Hike Coming in Just Over a Year
In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts. Due to the way fiscal policy works in the United States, a large component of the bill was temporar...
3 Okt 202449min
Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival
Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile Island will be restarted. Of course, Three Mile Island was the site of a famous disaster in 1979 — o...
30 Sep 202445min
Lots More on Potentially Massive East Coast Port Strikes
Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports on the US East Coast could go on strike, crippling trade across a range of industrial and agricultural p...
27 Sep 202425min
This Is How Industrial Policy Can Go Bad
Right now, industrial policy is back in vogue in the US. The administration is making an effort at reviving specific sectors, notably in areas of clean energy and semiconductors. But despite all of th...
26 Sep 202449min
Ariel Investments' John Rogers on How You Can Still Win With Value Investing
These days if you talk to people about the stock market, they might talk to you about the effect of the Fed. Or they'll talk about the Mag 7 and AI capex spend. Or they'll extoll the virtues of passiv...
23 Sep 202442min
Lots More With Sam Ro on the Booming World of RIAs
The Future Proof Festival takes place right on the beach in Huntington Beach, California. Thousands of registered investment advisors from all over the country come to talk shop, take pitches from ven...
20 Sep 202425min
The Next Stage of the Credit Cycle with Oaktree’s Poli
This week, the Fed cut benchmark rates by 50 basis points. Lower financing costs should be a relief for companies that need to borrow in the form of bonds or loans. But, the weird thing about the prev...
19 Sep 202447min
