INVESTMENT RESEARCH AND QUALITATIVE ANALYSIS WITH A JOURNALISTIC APPROACH
Pollsters are struggling with new respondent factors for gender, lineage, and political affinity. There will be opportunities for investors.
2024 was supposed to be a barn-burner for major cyclones. But activity -- and damage -- has been relatively light. Meaning reinsurance companies like Swiss Re should prosper.
Government data indicates that artificial intelligence has yet to harness efficiencies economy-wide. And if the history of disruptive digital technologies is any indication, that is not likely to change any time soon.
It took an exhausting trip to Nepal to realize that corruption has become as critical to the global supply chain as capital and labor. How companies manage graft will absolutely affect the sourcing of the minerals needed for the batteries for electric vehicles.
Last month Amazon opened its global supply chain to anyone with $39.99 a month. It will offer unprecedented low-cost access to complex logistics, like containers. Air freight giants will face headwinds.
While U.S. regulators have cracked down in dozens of crypto startups this past year, European regulators have passed reasonable regulations. Euro-crypto firms will flourish.
Part writers, part marketers, part nerds, TechTarget has always been a favorite among story-driven geeks like us. Thing is, the company might just be cheap, right now.
Improvements in productivity and nimble managers may have solved supply chains woes and costly labor. Could the worst be behind us?
Civil unrest in France overlook an economy poised for a new world order.
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