LRNZ News and Press, TrueShares Technology AI & Deep Learning From 08/14/23

2023-08-14 22:35:00 ET Summary While we have not made new highs on the 10-year Treasury yield for 2023, closing on Friday at 4.167%, we are too close for comfort on the bond yield front. Unlike 2022, the stock market – and the tech sector in particular – had been ign...

2023-08-10 22:45:00 ET Summary Joe Biden has signed an executive order restricting U.S. private equity and venture capital investment in Chinese companies from sensitive sectors like microchips and AI. The move, along with similar steps over the last year, is increasingly scaring ...

2023-08-01 05:15:00 ET Summary It’s Q2 earnings season, and many of our stocks are already exhibiting relative strength, which is a sign that money is gravitating to companies that will post the strongest quarterly results and the best future guidance. We’re finally ...

2023-08-01 03:35:00 ET Summary As we think about this year, I think one of the things that we need to be mindful of is this idea of this is still an economic environment that is still under pressure from exceptionally fast tightening and monitory policy. This year, we've seen not ...

2023-07-31 11:00:00 ET Summary A new study by TECHnalysis Research study found that while people are no doubt excited about the possibilities that the current generation of GenAI tools offer, they also have a number of concerns. These include concerns about features and capabiliti...

2023-07-30 04:04:00 ET Summary We believe the post-pandemic investment regime characterized by higher inflation, rates, and valuations will require a new approach to equity investing. While there are no crystal balls in investing and markets are notoriously unpredictable, we see v...

2023-07-29 01:54:00 ET Summary While tech companies continue to grind higher on a surge of enthusiasm for all things related to artificial intelligence, relative performance has shifted. A Bloomberg consensus of 2023 U.S. gross domestic product forecasts has growth at 1.3%, a sign...

2023-07-28 09:30:00 ET Summary An in-depth study by TECHnalysis Research dives into the details of how US-based businesses are using GenAI, including the types of applications, the vendor partners, implementations, benefits, concerns and more. The report also uncovered a number of...

2023-07-28 05:00:00 ET Summary The Technology industry has surged in 2023, led by the dominant tech giants known as the "Magnificent Seven," increasing concentration risks for cap-weighted indexes. Regulated Investment Companies (RICs) are subject to security concentration limits,...

2023-07-28 00:00:00 ET Summary The current environment looks favorable for equity market neutral, global macro and insurance-linked securities, according to K2 Advisors. Single stock correlations are low on a historical basis, suggesting a favorable environment for equity market-n...