Google and Apple just picked a better decade

Growing evidence of efficacy and the accelerating use of drones will likely fuel a specialized value chain of manufacturers, software developers, and AI innovators.

While the near-term market effect of the US capture of Venezuelan President Nicolas Maduro is minimal—beyond select US oil refiners, Venezuelan sovereign bonds, etc.—Maduro’s capture is a major geopolitical event with profound implications for the future.

The China virus is hitting company earnings around the world

The U.S. economy has not entered a recession despite the inverted yield curve, which historically predicted recessions, and this may be due to the relatively solid labor market setting