insights

Explore Our Latest Operations and Observations

May 23, 20242 min read

What We Learned This Week

AI ROI: Those anticipating an inevitable slowdown in the AI boom will have to keep waiting. Nvidia, currently the most closely watched...

May 16, 20243 min read

Better than the Alternative: The latest Monthly Consumer Price Index (CPI) inflation report showed a modest rise of 0.3% from March, just...

May 9, 20242 min read

A New Disney is Emerging: Disney's latest first-quarter results highlight a pivotal shift in its business model. Since committing to the...