This week the big banks pass the earnings-season baton to the industries at the heart and soul of the bull market — AI and technology. At a Glance Top of mind will be Alphabet (GOOGL), given its importance in this era of AI disruption. Are the hundreds of billions it’s pouring into AI development being…Read more
Biden Takes on China Last week, President Joe Biden announced tariffs on some $18 billion worth of Chinese goods, building on policies instituted by his predecessor, former President Donald Trump. Biden focused on goods he claimed were unfairly subsidized by the Chinese government, including steel, electric vehicles, batteries, and solar panels. This should be good…Read more
