Manufacturing Activity on the Rise The U.S. manufacturing sector finally showed signs of life in March, after contracting for nearly a year and a half. Production increased and new order tallies rose, but why now? It’s all about demand. Growing demand is boosting output, and in turn spurs optimism that the future of manufacturing will…Read more
Current Currency Conundrum The first column I wrote about currencies was in October 2022 after the U.S. dollar had a mighty surge of strength and hit a recent peak. It was also shortly after some major volatility in the British pound that brought currencies to the forefront of financial media and investor conversations. The currency…Read more
Microsoft Makes a Move When ChatGPT first made headlines, it seemed like a new class of startups, such as OpenAI, Mistral, and Anthropic, could challenge Big Tech in the arena of AI supremacy. But Microsoft (MSFT) and the FAANG companies – as the big names of tech, including Apple and Google, are often referred to…Read more
