How much will AI/robotics/machine learning disrupt emerging and developing economies over the next decade? In our opinion, that is the single hardest question when it comes to emerging/frontier market investing just now. Very often, the discussion...
Excerpt from the latest Bloomberg article quoting DataTrek co-founder Nick Colas: … “Stock bulls better hope that the jump in yields stays as contained. That’s because a drop in the yield from about 3.13 percent in May had as much to...
Excerpt from Barron’s latest article quoting DataTrek co-founder Nick Colas: …. “The Dow has surged 0.6% to 24,925.53. The S&P 500 has risen 0.3% to 2792.95, while the Nasdaq Composite has gained 0.2% to 4468.62. Trade-war...
