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Inflation Expectations

Where as there is no disputing the inflation is raging, we could very much prolong it if we continue to expect more of it. Both regular people and Wall Street sophisticates are ratcheting up expectations for inflation, in what wonks worry could be the start of a self-fulfilling prophecy, Matt… Read More »Inflation Expectations

Still Alot of Dumb Phones

China dominates the smart phone market with almost 3x as many phones as the US. Having been one of the first major tech events to be cancelled due to the coronavirus outbreak in early 2020, Mobile World Congress 2021 was one of the first events to bring back in-person attendees… Read More »Still Alot of Dumb Phones

Acquisitions Continue

The Acquisitions have continued in upper part of the market. With many expecting to fight this out in the courts. An increasingly hostile regulatory climate hasn’t stopped Big Tech giants from continuing to seal billion-dollar deals. Why it matters: There could be a clock on this. President Biden’s antitrust enforcers… Read More »Acquisitions Continue