Economic Insights

Briefings






As of mid-year 2021, the secular bull market which broke-out in 2013 is still going strong. Meanwhile, the cyclical bull market that be gan in March 2020 remains healthy owing to what we’ve called the MOFAR (or Mother-OF-All-Recoveries).

This secular bull market is being driven by a virtuous self-reenforcing loop. Digital technologies, led by AI and driven by Moore’s and Metcalf’s Laws, are ra.....
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