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).