Sitemap - 2024 - The Pragmatic Optimist
USA vs Google: Old Wine In A New Bottle
For Starbucks to turn around, these two things need to change.
Nvidia’s earnings created a paradox for the AI boom/bust debate
From Goldilocks to Hard Landing- The economic whiplash begins
Streaming TV broke its promise. So, Consumers are fighting back.
Small Teams, Big Impact: How AI Is Reshuffling The Future Of Work?
AI is disrupting Customer Support. Salesforce is feeling the pinch.
The Real Test For Consumer’s AI Appetite Is About To Begin.
AI may take longer to monetize than most expect. How long will investor optimism last?
NVIDIA’s chips are the tastiest AI can find. It’s stock still has ways to go.
The internet is about to be flooded with AI Assistants.
Launching Tuesday Top Picks: Why am I bullish on Pinterest, Toast and Duolingo?
The "Fed Put" is back. Will this set a new rally in stocks?
The Great Social Media Reset - We Scroll More Than We Post.
What is the Fed’s next move? Hike rates, raise the inflation target, or do nothing at all?
What’s up with Apple these days?
“Don’t bet against America”- Are we entering a prolonged productivity boom?
“Don’t bet against America”- Will this statement hold true in this decade?
Yes, AI is in a bubble. No, it won't pop just yet.
Passwords are dead. There’s a better way to log into your accounts.
An inverted yield curve has always preceded a recession. Is this time different?
Friday5: Apple Vision Pro hype faded, Bitcoin surges past $50,000, Small banks teeter & more...
Risk a banking crisis or reignite inflation? The Fed's worst dilemma is here.
S&P 500 hit a new record. What I have learnt from the Q4 earnings so far?
Apple needs to sell its vision again. This time with its Vision Pro.
Monday Macro: 5 stories that will shape the US economy & the stock market in 2024