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USMCA Renewal Unlikely: A Faster, Negotiation-Driven Reset on the Horizon?
As reported by Reuters, the United States appears to be moving away from the current USMCA framework and towards a… READ MORE
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Goldman’s Mid-Day Wrap: Market Swings Amid Rotational Shifts and Seasonality Concerns
Goldman Sachs’ mid-day wrap offers a mix of insights into the market’s performance, with some positive and negative trends emerging.… READ MORE
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Market Performance Since June 23: A Tale of Two Sectors
Since June 23rd, the software and semiconductor (SOX) sectors have experienced contrasting performance. While software has surged ahead by 7.5%,… READ MORE
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Understanding the Impact of Scarcity on Stock Markets: A Comparative Analysis of SOX, KOSPI, and META (inv)
Scarcity is a fundamental concept in economics that refers to the limited availability of goods or services. In the context… READ MORE
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Meta Cloud Pivot Drives Rally: Shifting Capex Narrative and Industry Implications
In a surprise move, Meta has announced plans to build out a cloud business to monetize excess compute capacity, signaling… READ MORE
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