Energy Costs Will Be ‘Higher for Longer’ With Iran Resolution in Doubt
The “quick” return to “normal” is a myth. Even if there’s resolution soon, the damage will impact affordability.
The “quick” return to “normal” is a myth. Even if there’s resolution soon, the damage will impact affordability.
The market cannot continue to be surprising by semiconductor earnings.
I’m increasingly concerned about affordability in an AI World.