Market Insights: 2024-25 Review & Outlook
Tag: Technology
Mid-Year Review - AI, Banks, & More
We look back at the first half of 2023 and examine the AI craze, the stability of banks, and the strength of Chevron and JP Morgan.
Past Peak Hawkishness
The worst may be over, but we are heading into a dry desert of higher capital costs.
Bear Market Ruminations
Thoughts on a bear market, recession, and other financial developments.
CNBC TechCheck - Joe Chin
Joe Chin joins CNBC's TechCheck to discuss his thoughts on names in the semiconductor sector
QPD Podcast - Tech Through the Lens of a Value Investor
Investment Principal Joe Chin sits down to discuss the pandemic effects on technology, disruptions he sees in the near future, the importance of intangible assets, and how value investors should evaluate the tech space.
China Heads Into Darker Waters
The near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).