Shutdown, But Not Shut Out

Shutdown, But Not Shut Out The longest government closure in U.S. history was in Trump’s first administration, lasting 35 days in late 2018 into 2019. During that period, the stock market rose roughly 10%, but do not read too much into that. The fourth quarter of 2018, and especially December, was a painful period for […]
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How AI Is Transforming M&A?

In this week’s episode, Phil sits down with Andrew Aw, a seasoned finance and strategy executive turned co-founder and CFO of a venture-backed fintech startup that’s transforming the M&A world with artificial intelligence.
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The U.S. Labor Market at a Crossroads

The U.S. Labor Market at a Crossroads The Fed has begun easing policy with modest rate cuts—25 basis points last year and another 25 this week. While these moves can gradually lower borrowing costs and support demand, their effect on job creation is uncertain. Structural challenges, such as a growing skills gap, an aging workforce, […]
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A New Lead Dog?

A New Lead Dog? It was a tumultuous week and although the S&P 500 was only down about 1% for the week and 3% from the all time closing high last week, it sure felt a lot worse. The S&P500 had broken key technical levels on Thursday and Friday was uneventful until the end of […]
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A Different Take on Tech

A Different Take on Tech One of the many problems with Wall Street research is that more often than not, it is an exercise in group think, that is, it generally has the same opinion. It is rare that the other side of the coin is examined. There are many reasons for that, which we […]
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The Same Old Story

It’s The Same Old Story Everywhere I go, I get slandered, libeled I hear words I never heard in the Bible And I’m one step ahead of the shoe shine Two steps away from the county line Just trying to keep my customers satisfied, satisfied” – Paul Simon We have not quite reached the finish […]
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