Tag: Business Columnists

Omicron Makes COVID-19 Endemic?

Commentary COVID-19 is only one form of coronavirus. Other common human coronaviruses include types 229E, NL63, OC43, and HKU1. These usually cause mild to moderate upper-respiratory tract illnesses, like the common cold. Note that the vast majority of persons who contract COVID-19 experience only mild or no symptoms. This points to an interesting question. When…


The Fed Has Stepped Up: Now Can Stocks Survive?

Commentary Last week, the Fed finally drew a clear line. We’re probably going to get a quarter-point rate hike by May—and then another by July—and at least one more before Thanksgiving. A year from now, overnight lending rates could be a full percentage point above where they are today. If you’ve been conditioned to get…


The Macro Swamps Turn to Quicksand?

Commentary The toxic combination of the COVID-19 pandemic and quantitative easing by the Federal Reserve has created one of the more treacherous macro environments in history. When COVID closed the economy last year, it provoked an unprecedented orgy of fabricating money out of thin air. More than $3 trillion was created in 2020 alone. Almost…


What Evergrande’s Default Means, and Doesn’t

Earlier this month, Fitch Ratings made official what the markets already knew: China’s Evergrande Group and two of its subsidiaries were downgraded to “restricted default.” This followed the grace period expiring on Dec. 6 for some $1.24 billion in overdue interest payments on two chunks of U.S. dollar-denominated debt originally due back on Nov. 6….


China Expands Domination Over Companies

Commentary Western finance experts used to recognize two categories of Chinese companies, such as state-owned enterprises and privately held (including publicly traded) enterprises. That distinction is increasingly passé; soon, all Chinese companies—no matter their legal and financial ownership—could become effectively state controlled.  Reuters recently reported that the Chinese Communist Party (CCP) is expanding use of…


8 Stock Picks to Play the 2022 Emerging Trends Shaping the Semiconductor Industry

The technology sector is pivotal in leading the market recovery, and therefore it pays to keep tabs on the evolving trends in the semiconductor industry—a key component of the broader technology sector. Here are eight key trends identified for 2022 by Rosenblatt Securities analysts led by Hans Mosesmann: Changing Structure The Moore’s Law trend is…


United Airlines Takes Stake In Clear Secure

Clear Secure Inc. disclosed an ownership stake of 5.1 percent by United Airlines Holdings Inc. in its regulatory filing. Clear Secure helps create a frictionless travel experience while enhancing security. Its secure identity platform uses biometrics to automate the identity verification process through lanes in airports which helps to make the travel experience safe and easy. United has a…


What If Stocks and Bonds Move Down at the Same Time?

Commentary What do your stocks, house, car, lawnmower, and expensive jewelry all have in common? If things get financially desperate enough, you’ll sell them all. At first thought, one might assume that there is no real correlation between a lawnmower and a car, but in times of serious stress, they all have to go—at the…


MACOM Transfers Minority Equity Stake in Ampere for $127.7 Million

MACOM Technology Solutions Holdings Inc completed the sale of its equity interest in Ampere Computing Holdings LLC to Denver Acquisition Corp for a predetermined cash consideration amount of ~$127.7 million. Ampere was established in 2017 when MACOM divested its ARM-based compute processor business of Applied Micro Circuits Corporation. In consideration for the divestiture, MACOM had received a…


Informing Consumers Won’t Stop Looters—Especially The Biggest Looter: Communist China

Commentary Big brick and mortar retailers, like Best Buy, Home Depot, and Target, are backing a curious strategy against the organized smash-and-grab looting going on during the Christmas shopping season in cities like San Francisco and Chicago run by Democrat mayors and district attorneys who won’t prosecute robbers. They’re calling for passage of a bipartisan…