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Gen. AI Market Expected To Hit $1.3T By 2032, And These 5 Stocks Will Rule It

Gen. AI Market Expected To Hit $1.3T By 2032, And These 5 Stocks Will Rule It

Image courtesy of 123rf.com According to a Bloomberg Intelligence report on March 8th, the AI demand is heading for consistent yearly jumps. At a 43% compound annual growth rate (CAGR), the generative AI market is poised to reach $1.3 trillion by 2032. This includes image generation, semantic image-to-photo translation, fraud detection, financial advice and loan creation, text-to-video generation, and video prediction, […]
Changing The Fed’s Target – FAIT Non-Accompli?

Changing The Fed’s Target – FAIT Non-Accompli?

Image source: Pixabay As the steadier measures of inflation (core, median, or sticky depending on your preferences) have started to overshoot expectations slightly – the y/y measures continue to decline, but slower than expected as the m/m numbers have surprised on the high side – the markets have continued to price Fed policy becoming increasingly easier […]
The Real Minimum Wage Is Always Zero No Matter What Politicians Say

The Real Minimum Wage Is Always Zero No Matter What Politicians Say

Image Source: Pixabay Economics once again defied the will of politicians — this time in Minneapolis, Minnesota.The Minneapolis City Council wanted to help out Uber and Lyft drivers, so it recently passed an ordinance setting a minimum wage for drive-share drivers. Under the law, companies such as Uber and Lyft must now pay their drivers a […]
Return On Chocolate: How Will Hershey’s Chocolate Company Respond To HyperInflating Cocoa Costs?

Return On Chocolate: How Will Hershey’s Chocolate Company Respond To HyperInflating Cocoa Costs?

At the start of the Great Financial Crisis(2008), ‘The Hershey Chocolate Company’ stood out among others because of one thing:Capital Efficiency.Here’s why Porter and Co. says about capital efficiency is important: “This term refers to the fact that not all profits are created equal. In short, when a business earns money, there are two primary places those earnings […]
Meme Stocks: The Sequel

Meme Stocks: The Sequel

Image Source: Pexels One of the hallmarks of a horror movie franchise is that each time we think the anti-hero has been vanquished, he arises once again to wreak mayhem. The same can be said of meme-style stock trading, which has re-emerged with a vengeance in recent days.It is no coincidence that the timing roughly coincided […]
Fed May Let Inflation Run Higher If Unemployment Surges

Fed May Let Inflation Run Higher If Unemployment Surges

Image source: Wikipedia At last week’s Fed meeting and press conference, the markets rallied as the FOMC’s Summary of Economic Projections suggested that the Fed members are still anticipating 3 rate cuts in 2024.Yet what got less attention, but maybe even more impactful, is that Jerome Powell suggested that the Fed may be willing to let […]
Canadian Dollar Extends Gains Against A Softer US Dollar In Calm Trading Session

Canadian Dollar Extends Gains Against A Softer US Dollar In Calm Trading Session

Photo by Michelle Spollen on Unsplash The Canadian Dollar (CAD) is showing a moderately positive tone on Tuesday, as the US Dollar keeps paring last week’s gains. A mild appetite for risk is dominating the market in a calm pre-Easter week. The echoes of the dovish monetary policy statement by the Federal Reserve last week are keeping US […]
2024 Global Market Outlook – Q2 Update: Pent-Up Exuberance

2024 Global Market Outlook – Q2 Update: Pent-Up Exuberance

Image Source: Pixabay  Video Length: 00:04:07 We believe optimism over a soft-landing scenario – where economic growth slows but a recession is avoided – may deliver more near-term market gains, as inflation declines and central banks look to start easing around mid-year. However, we think the risks of a sharper economic slowdown later in 2024 are elevated, as […]
Stellar Demand For 5Y TSY Auction Despite Record $67BN For Sale To Fund Gargantuan Budget Deficit

Stellar Demand For 5Y TSY Auction Despite Record $67BN For Sale To Fund Gargantuan Budget Deficit

Image Source: Pixabay After a solid, if tailing, record big 2Y auction to start the week on Monday, moments ago the Treasury sold another record-sized batch of paper, this time in the form of 5Y notes, or specifically $67 billion of them, the largest such auction on record. While – as CNBC’s Steve Liesman said this […]
Unveiling Cathie Wood’s Top Stock Picks: Insights Into ARK’s Portfolio

Unveiling Cathie Wood’s Top Stock Picks: Insights Into ARK’s Portfolio

Image Source: Unsplash Cathie Wood, born Catherine Duddy Wood in 1955, is a prominent American investor and the founder, CEO, and CIO of ARK Investment Management, LLC. With a career spanning over three decades, Wood has become known for her pioneering work in thematic investing strategies. Before founding ARK in 2014, she co-founded Tupelo Capital Management, […]