Articles I’m reading Reuters reported about Taiwanese chip manufacturers expanding their operations in Japan, which is illustrative of the China decoupling trend that is taking place. Reuters estimated that at least nine Taiwanese firms have set up sho…
Read MoreArticles I’m reading Dario Perkins of TS Lombard updated on where we are in the economic and business cycle, along with all the peculiarities of this post-Covid cycle that we’re experiencing. In short, we all know it’s not a usual business cycle, which…
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