The EV Industry Faces Trouble with Sourcing Commodities
The cars themselves are not really the problem (i.e. the steel, materials, and electronic components). The constraints are going...
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More Autonomous Ride-Hailing Services Will Launch Next Year
Absolutely, and not just with Waymo. I’ll even argue that the rollout of self-driving technology will be nationwide,...
The Impact of the CHIPS Act on Manufacturing in 2023
The important thing is that it’s moving forward. This is smart legislation. And what’s interesting is the geopolitical backdrop...
The Fed Will Be Forced to Pivot in 2023
My working assumption is that the Fed will wait until the Fed Funds Rate is within 50 basis points...
Biotechnology Offices Remain Near Capacity
Despite the general doom and gloom in the office sector, Owen tells me there are still some bright spots...
The Implications of a Central Bank Digital Currency
Three years ago, I might have been more optimistic about CBDCs. They certainly would remove a lot of friction...
