株価が上がるほど割安になる。重要なのは利益だ。悲観論者に惑わされてはいけない。
株価は上昇するほど割安になっており、企業の利益成長がその背景にある。悲観的な見方に流されず、ファンダメンタルズに注目すべきだと指摘する。
株価は上昇するほど割安になっており、企業の利益成長がその背景にある。悲観的な見方に流されず、ファンダメンタルズに注目すべきだと指摘する。
The United States has become the world's largest natural gas exporter, driven by the Shale Revolution's fracking and horizontal drilling technologies. A new NBER paper by Lucas W. Davis estimates this shift saved Americans between $3.1 trillion and $4.3 trillion from 2007 to 2025, or roughly $500 to $700 per person annually.
The rapid expansion of AI data centers is straining power grids, causing delays and rising costs that are becoming a contentious issue in the midterm elections. Utilities struggle to keep up with surging electricity demand from AI operations, raising questions about grid reliability and who should pay for the necessary infrastructure upgrades.
A new NBER working paper proposes that interest rates may explain the apparent disconnect between consumer sentiment and traditional economic indicators, suggesting that rising borrowing costs have weighed on consumer confidence despite a strong labor market and GDP growth.
Customers are recognizing that tokens from three major IPOs are being burned for millions of dollars with little tangible return on investment.
A tweet promotes a podcast episode with Paul Graham and Jessica Livingston discussing what has made Y Combinator resilient for over 20 years, using the analogy that biosphere trees grown without wind grow tall but fall over—no stress, no strength.