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Executive Summary: It has all the drama of “Game of Thrones”: The Magnificent-7 kingdoms, each surrounded by moats, rarely had threatened each other’s monopolies in the past. Now, with the advent of AI, they have been encroaching on each other’s
Executive Summary: Various Trump administration initiatives have showered love on certain industries in the S&P 500 Financials sector, helping to lift its ytd performance to fourth among the S&P 500’s 11 sectors. Jackie counts the ways they’ve benefited. … Also:
Executive Summary: Oil appears to be stuck in the mud. Melissa analyzes the bullish and the bearish forces keeping the price of Brent crude futures mired below the mid-$60s per barrel. We expect to see more of the same in
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Short-form takes on current market events.
This week is loaded with long-delayed government data releases, including on employment and inflation, which will provide a reality check on the economy’s performance in the final weeks of 2025. This week’s earnings reports from FedEx, General Mills, Carnival, and Jabil
The S&P 500’s Magnificent-7 might be less magnificent in 2026 as their fierce competition in the AI race starts to erode the monopolies they have enjoyed in search (Google), software (Microsoft), retailing (Amazon), advertising (Meta), electric vehicles (Tesla), smartphones
“The Architects of AI” are this year’s TIME Person of the Year. We asked Google’s Gemini, “Can you list when the front cover of TIME featuring Person of the Year has turned out to be a curse?” Gemini responded as follows: “While TIME Magazine maintains
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