From Our Weekly Note and More
On U.S. Inflation, Mortgage Rates and a Bank's Collapse
Comments from U.S. Federal Reserve Chairman Jerome Powell, Freddie Mac Chief Economist Sam Khater and the closure of Silicon Valley Bank.
On AI, Digital Assets, and the SEC
Comments by U.S. Securities and Exchange Commission Chair Gary Gentler on AI-driven predictive data analytics and digital/crypto assets.
On "The Last of Us", Fungi and Disease
With the popularity of HBO’s "The Last of Us” series, which presents a fictitious fungi driven global pandemic - consider the comments from the World Health Organization and the U.S. Center for Disease Control
On the U.S. Debt Ceiling: Selected Views
Views for Ray Dalio (Founder - Bridgewater Associates), Mark Zandi (Chief Economist - Moody’s Analytics), Brookings Institute, and Neil Bradley (Executive Vice President, U.S. Chamber of Commerce)
On AI Disruption, ChatGPT and more
Comments from Microsoft CEO Satya Nadella, Coursera CEO, Jeff Maggioncalda, Stanford Professor Erik Brynjolfsson and singer/composer Nick Cave.
On World Cup Players, Teams and Benefits, from an AI Chatbot (ChatGPT)
Views on the recently released artificial intelligence chatbot ChatGPT backed by Sam Altman, Reid Hoffman, Microsoft, Khosla Ventures and others.
On Sam Bankman-Fried & the Collapse of FTX
Comments from Sam Bankman-Fried, U.S Justice Department, Harvard Business Review, Mark Cuban and Mike Novagratz
On "What Really Matters?" & Investing
Comments from Howard Marks, co-founder of Oaktree Capital Management, a firm that manages $163 billion.
On Crypto, FOMO and "the next big thing"
Last week, bankruptcy details about FTX Group, a crypto platform once valued at over $30 billion, continued to unfold.
On Interest Rates, Mortgages and More
Comments from the U.S. Federal Reserve, mortgage rates since 1971 and more
On Amazon, Apple, Google, Meta and Microsoft
Comments from Amazon CEO Andy Jassy, Apple CEO Tim Cook, Google / Alphabet CEO Sundar Pichai, Meta/Facebook CEO Mark Zuckerberg and Microsoft CEO Satya Nadella - along with 5 year and YTD stock performance charts.
On the Global Economy and Investing
Comments from FedEx Corp. CEO Raj Subramaniam, World Bank Group president David Malpass, Bridgewater Associates founder Ray Dalio and Carlyle Group co-founder David Rubenstein.
On Cryptocurrency Regulations and More
Comments from Securities and Exchange Commission chair Gary Gensler, Federal Reserve chair Jerome Powell, Acting Comptroller of the Currency Michael Hsu and the International Monetary Fund.
On Controlling Inflation
Comments by U.S. Federal Reserve Chair Jerome H. Powell, at the Jackson Hole conference of global central bankers.