18 Jan 2024
“When we make an accurate forecast, we know so because we can trace its assumptions through a set of causal relationships to an outcome. And if our forecasts start to lose accuracy, we can interrogate our assumptions and adjust them...
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11 Jan 2024
“The U.S. dollar is the grease for the system of international commerce. In a sense, the world depends upon the U.S. running big deficits… the world needs dollars to run on.” – Prof. Mark Duckenfield – For an interesting conversation...
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04 Jan 2024
“Chips play a key role in defense and national security from mature node chips in missiles to leading-edge semiconductors in autonomous vehicles. The extent to which both our consumer economy and national security apparatus rely on semiconductors makes the concentration...
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