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Wednesday February 7, 2024

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What the experts are reading  

Uncertainty creeps back into US Treasury market after Fed, blockbuster data

Credit Card, Auto Loan Delinquency Rates Rise in NY Fed Report

China’s $7 trillion stock rout is getting so bad that officials are briefing President Xi Jinping on how they plan to rescue markets

EU mum as solar industry time bomb ticks

Article from The Wall Street Journal is of relevance well beyond football and Sunday’s Super Bowl

Why Are Companies Sitting on Cash Right Now?

U.S. economy added 353,000 jobs in January, much better than expected

Why the FTC is cracking down on location data brokers

The Fed won’t be rushed

GenAI Can Help Small Companies Level the Playing Field

China's factory activity shrinks again, weak demand hobbles economy

New York Community Bancorp’s stock loses a third of its value as it cuts dividend, posts surprise loss

China Merges Hundreds of Rural Banks as Financial Risks Mount

UPS is cutting 12,000 jobs

Saudi Aramco Drops Expansion Plan, Raising Demand Questions

The Real-Estate Downturn Comes for America’s Premier Office Towers

How Financial Stability Hinges on Bank Business Models

China Evergrande ordered to liquidate in landmark moment for crisis-hit sector

Billionaire Jeff Bezos still uses a homemade scrappy door desk from the early days of launching Amazon

Ten considerations for private markets in 2024

How a Lucky Break Fueled Eli Lilly’s $600 Billion Weight-Loss Empire

Economists expected a recession. They got strong growth instead. Here’s what they didn’t see coming

20 Years of Apple vs. Microsoft, by Market Capitalization

Evidence EVs are a fading fad is ‘rolling in fast’ as Tesla, GM and Ford slash prices

Once again, US GDP growth surprises to the upside

Regulators target fees for consumers who are denied a purchase for insufficient funds

Tesla shares drop 8% after company warns of slowdown in 2024

Turkey’s central bank hikes key interest rate again to 45% to battle inflation

Retirees own more of the U.S. stock market than ever

China Boosts Stimulus by Allowing Banks to Keep Smaller Reserves

EU wants to upgrade its supercomputers to support generative AI startups

IRA, AI Regulation, and the Future with Joe Grogan

State Department responds to Putin on Alaska: ‘Certainly he’s not getting it back

Bitcoin breaks below $39,000, bringing decline from ETF highs to more than 20%

9 Trends That Will Shape Work in 2024 and Beyond

The EV SUVs consumers want are coming

Russian hackers broke into Microsoft’s corporate email system and gained access to some accounts of the company’s leadership team

Why car insurance has gotten so expensive

Companies rush to bond market in record $150bn debt splurge

A Pay-Per-View Super Bowl? It May Happen Sooner Than You Think

China’s $6.3 Trillion Stock Selloff Is Getting Uglier by the Day

Every EV Qualified for U.S. Tax Credits in 2024

4 Questions to Assess the Trustworthiness of Your Company’s GenAI

Philadelphia Fed factory gauge remains in negative territory for 5th straight month

Of all the copyright suits against AI companies, this one could be the game-changer

Europe Car Sales Drop in December Led by EV Slump

Jamie Dimon slams bitcoin as a 'pet rock' that does nothing and vows he's done talking about the cryptocurrency

China’s Growth Slows to Three-Decade Low Excluding Pandemic

Blackstone’s BREIT Posts Worst Yearly Performance in Its History

It's so cold, Teslas are struggling to charge in Chicago

'It hasn't delivered': The spectacular failure of self-checkout technology

My three main points re the impact on the global economy of the Red Sea navigation disruptions:

'Precarious' year ahead for world economy, Davos survey predicts

Watch this robot cook shrimp and clean autonomously

Apple iCloud: Doing this 1 thing can help stop hacks

As car insurance continues to rise, U.S. inflation ticks up in December

Bitcoin ETFs have a key difference from their stock fund counterparts

Bank profits mostly fall in fourth quarter, but banks remain upbeat on economy and consumer

Credit card delinquencies surpass pre-pandemic levels

Understanding the Tradeoffs of the Amazon Antitrust Case

BlackRock cuts Byju’s valuation by 95% to $1 billion

Consumer prices rose 0.3% in December, higher than expected, pushing the annual rate to 3.4%

There Is More to Hertz Dumping 20,000 EVs From Fleet Than Appearances Suggest

Best Places to Work 2024

Crypto and fintech groups fined $5.8bn in global crackdown on illicit money

Overnight lines and mayhem in stores. It's not a new iPhone — it's a Stanley tumbler

A war over Taiwan would be even more damaging to the US economy than COVID was, Bloomberg forecasts

Oil prices may be soft in 2024 amid surprisingly ample supply

Samsung warns fourth-quarter profit could plunge 35%, misses expectations

Top Electric Vehicle Brands in the World — BYD & Tesla in a Different Universe

Super-efficient solar cells: 10 Breakthrough Technologies 2024

Amazon launches health monitoring program, partners with Omada Health

Non-performing loans

Cyberattack at loanDepot brings systems down

Offices Around America Hit a New Vacancy Record

Jobs, National Security, and the Future of Trade

The Biggest Global Risks for Markets in 2024

China stocks slump to five-year low in a dismal start to 2024

What are the IRS tax brackets? What are the new federal tax brackets for 2023?

The 2023 U.S. economy, in a dozen charts

Elon Musk Has Used Illegal Drugs, Worrying Leaders at Tesla and SpaceX

How Can the World’s Growth Engine Do Better?

U.S. payrolls increased by 216,000 in December, much better than expected

5-star analysts deliver a blunt warning about Apple's stock

Logan Paul promises CryptoZoo refunds, as long as you don’t sue him

Global money market funds see big demand as rate cut euphoria fades

Chinese Company That Sparked Fears of Financial Contagion Falls Into Bankruptcy

The California Town Owned by a New York Investment Firm

Triumph and Disaster: The Best and Worst CEOs of 2023

Uncharted territory: Navigating a ‘geopolitical recession’

A Simple Hack to Help You Communicate More Effectively

AI’s Productivity Boost Is ‘a Little Overhyped.’ Why It Won’t Rescue the Economy

9 economic trends to watch in 2024

Apple agrees to settle lawsuit over iTunes gift card scam

Jeff Bezos Bets on a Google Challenger Using AI to Try to Upend Internet Search

US Companies Ramped Up Hiring in December, ADP Data Show

Spot Container Rates Surge By 173% Due To Red Sea Disruptions

AI in 2024: What Can We Expect?

3 Drivers of China’s Booming Electric Vehicle Market

Pillow Talk

Fed’s Barkin sees likely soft landing ahead but notes rate hikes still a possibility

Those I bonds you bought when inflation soared? Here's why you may want to sell them.

Over 80 percent of new cars sold in Norway were electric in 2023

The Best and Worst Performing Sectors in 2023

Analyst Hits Sell Button On Apple Stock As 2024 Begins. Here's Why.

Sustained 'Artificial Sun' Promised by 2026 in Fusion Energy Upgrade

Warren Buffett, James Simons and Phil Knight are among the top charity donors of 2023

Housing market predictions: Six experts weigh in on the real estate outlook in 2024

Elon Musk's X gets another valuation cut from Fidelity

The Debt Matters Again

Most infamous cryptocurrency fraud schemes of all time

IBM AI chief advises people who want a tech job in 2024 to learn the language and creative thinking skills you get with the liberal arts

Here are the 10 best performing S&P 500 stocks in 2023 — and the 10 worst

FINRA's legality, billion-dollar fraud trials: Securities cases to watch in 2024

The messy rise of weight-loss drugs

Here we go again: 2023’s badly handled data breaches

Central banks rethink forecasting after failures on inflation

Where to Go in 2024

Has Gratuity Culture Reached a Tipping Point?

Google settles $5 billion consumer privacy lawsuit

How U.S. oil production reached an all-time high in 2023

Home prices will fall as 'silver tsunami' of baby boomers to unload fresh housing supply, top Wall Street forecaster says

The New York Times sues OpenAI and Microsoft for using its stories to train chatbots

The Late-Night Email to Tim Cook That Set the Apple Watch Saga in Motion

US Pending Home Sales Index Holds at Lowest Level on Record

2023: A Strange, Tumultuous Year in Sustainability

Breaking Down the Spending at One of America’s Priciest Public Colleges

The convicts of Silicon Valley, 2023 edition

Biggest two-month rally in decades rescues beaten-up bond markets

Ten major events that shaped business in 2023

The Top 10 MIT SMR Articles of 2023

Iran, Russia to trade in local currencies instead of US dollar - state media

The Real Gold of Our Economy Is in Our Hands | Salvatore Cali | TED

Fed’s favorite inflation gauge shows prices rose at 3.2% annual rate in November, less than expected

These sectors and stocks dominated Wall Street's 2023 gains

The Flip Side of Inflation


Austin, we have a problem! Tesla descends into battery hell


ESG Is Under Attack. How Should Your Company Respond?

102 million people eligible for Google’s $630M lawsuit settlement

Biden has big plans for semiconductors. But there's a big hole: not enough workers

How Swiss authorities bungled Credit Suisse oversight

The stock market's "fear gauge" is at its lowest level since the pandemic

Fed’s dovish pivot is big gamble that’s likely to fail, says former top New York Fed official

Visualizing How Big Tech Companies Make Their Billions

Underestimating AI in Healthcare

EU launches probe into Elon Musk's X for alleged failure to counter illegal content, disinformation

Adam Silver on how the value of NBA teams grew 55 times

Communication problem for the Federal Reserve

It’s the Magnificent Seven’s Market. The Other Stocks Are Just Living in It.


Canada to announce all new cars must be zero emissions by 2035

Inflation has cooled a lot. So why do things still feel so expensive?

The tough economics of getting hard-to-find minerals for electric vehicle batteries

Almost Entire $8 Trillion ETF Market Hinges on a Few Key Firms

Amazon boosts its satellite internet network with the help of space lasers

Russian Central Bank Raises Key Interest Rate To 16% To Counter Inflation

A comprehensive list of 2023 tech layoffs

This S&P 500 equal-weight ETF saw record inflows in 2023. Why the ‘anti-momentum’ fund is back in favor with investors

Markets are becoming less efficient, not more, says AQR’s Clifford Asness

Visualizing the Demand for Battery Raw Materials

Federal Reserve keeps key interest rate unchanged and foresees 3 rate cuts next year

Billionaire bond king Jeffrey Gundlach's 'fire alarm' is going off in the economy as Treasury yields break below a key level

5 Forces That Will Drive the Adoption of GenAI

Experts surveys 

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