Last year, consumers spent a record-breaking $994 billion on holiday shopping, according to the National Retail Foundation ...
US policymakers slashed rates to near zero after the 2008 financial crisis—and again during COVID. An “everything bubble” ...
The explosion of new assets raised in private credit raises concerns that there is too much money chasing too few good loans, and that means subpar returns, more defaults, and more problems (mo’ money ...
Chris Reilly’s note: Today, Chris Wood tells me how big he thinks Nvidia (NVDA) can get by 2030, as well as what he’s expecting during the next phase of the artificial intelligence (AI) boom. Read on.
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