CATEGORY: Latest Insights | News
Michael Burry Warns Nasdaq Valuations Are Far Richer Than They Appear, Blaming “Earnings Illusion”...
Michael Burry, the investor made famous by “The Big Short,” has delivered one of his most detailed and scathing critiques yet of the AI-driven...
Japan Doubles Down on Chip Sovereignty With Fresh $4 Billion Lifeline for Rapidus
Tokyo’s latest multibillion-dollar funding injection into Rapidus underpins the scale of Japan’s strategic bet on rebuilding a domestic advanced semiconductor industry, as the country...
The Final Third Estimate for US Q4 2025 Real GDP Growth Came in at...
The final (third) estimate for US Q4 2025 real GDP growth came in at 0.5% annualized, a sharp slowdown from 4.4% in Q3 2025...
When the China Playbook Expired: AI, Not Wages, Will Shape Africa’s Industrial Future
In 2019, writing in Harvard Business Review, I made a clear argument: Africa cannot industrialize by copying China’s path because that playbook has already...
Bitcoin Surges Past $73K as Cooler Core Inflation Fuels Rate-Cut Hopes, Traders Eye $80,000...
The price of Bitcoin climbed above $73,000 following Friday’s Wall Street open, buoyed by fresh U.S. inflation data that came in largely in line...