In the first half of 2023, the Nasdaq 100 rallied 39%, its strongest first half year rally since 1983 when it rose 37%. Similarly, the S&P 500 index rose 16% in the first half—although the median stock only advanced 5%, as market breadth has been relatively narrow and driven predominantly by mega cap tech names.1 […]
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Imagine visiting a doctor who diagnoses you with osteoporosis and prescribes calcium supplements. Months later, you visit a cardiologist who detects calcification in your arteries and advises you to stop taking calcium. It is a sadly common scenario in which siloed experts, failing to consider a system in its entirety, offer solutions that undermine each […]
The supply chain solutions and supporting technology that should have been there to correct the damage to the United States’ manufacturing base that occurred over the past 20 years have greatly let society down. Instead, real capability in that sector has gone backward. Software vendors marketed applications that resulted in islands of proprietary data. At […]
Rapid adoption by safety-conscious customers, deployments at Fortune 500 facilities, and passionate early adopters drove interest in AI-powered safety analytics insurtech platform SAN FRANCISCO, July 27, 2023 (GLOBE NEWSWIRE) — CompScience Insurance Services, the leading AI-powered safety analytics platform, announced a $10M Series A round led by operational growth investment firm Valor Equity Partners, early […]
ZURICH, July 27 (Reuters) – Holcim said on Thursday it expects to set another record for sales from North America this year as the world’s biggest cement maker goes after new business resulting from companies bringing production home and taking advantage of government subsidies. The forecast came as the company (HOLN.S) posted better-than-forecast quarterly results. […]
The G7, the collection of rich economies including the U.S., debuted a new approach toward China at the group’s annual summit in May, hoping to imply that the West was merely interested in reducing its dependence on the world’s second-largest economy, rather than trying to constrain Beijing more broadly. But the CEO of Temasek Holdings, […]
This piece was first published by The Hill on July 8th. July 1 marked the third anniversary of the entry into force of the United States-Mexico-Canada Agreement (USMCA). It is an appropriate time to count our chips and assess, through additional data and experience with USMCA dispute settlement mechanisms, whether to let our “winning bet” […]
By now it’s a familiar theme, but the switch towards the ‘reshoring’ of manufacturing continues to gather pace, even though the practical barriers and financial hurdles linked to supply chain rationalisation have probably been underestimated. References to ‘onshoring’ and ‘reshoring’ have increased in earnings calls. But even if we assume that the ‘just in time’ mantra is […]
July 1 marked the third anniversary of the entry into force of the United States-Mexico-Canada Agreement (USMCA). It is an appropriate time to count our chips and assess, through additional data and experience with USMCA dispute settlement mechanisms, whether to let our “winning bet” ride. The trade data over the past two years shows steady growth, even […]
NEW YORK, June 30, 2023 (GLOBE NEWSWIRE) — TMC the metals company Inc. (Nasdaq: TMC) (“TMC” or the “Company”), an explorer of the world’s largest estimated undeveloped source of critical battery metals, today welcomed the inclusion of polymetallic nodules in a report requested by the House Armed Services Committee to the Assistant Secretary of Defense […]
