LRNZ News and Press, TrueShares Technology AI & Deep Learning From 10/31/23

2023-10-31 01:15:00 ET Summary The Commerce Department reported last Thursday that the preliminary estimate for third-quarter GDP growth was an annual pace of 4.9%, due predominately to robust consumer spending. Personal spending last quarter rose at a 4% annual pace, the stronges...

2023-10-27 01:45:00 ET Summary We believe that digital transformation is one of the most important and disruptive trends in the world today, and we are committed to researching and investing in the leading public and private companies that are enabling or benefiting from it. We ar...

2023-10-26 03:45:00 ET Summary Market focus has started to shift towards concerns over policy rates remaining higher for longer. Beneath the surface of high-level wage increases, our job postings data also reveals an important shift in the distribution of wage inflation. After...

2023-10-25 23:45:00 ET Summary European indices and US futures were trading higher as yields dipped further lower after the US 10-year could not hold above the key 5% level for long on Monday. Global PMI data has been consistently very poor throughout much of this year, correctly ...

2023-10-23 12:05:00 ET Summary U.S. corporate earnings have stagnated with the economy. We stay selective in stocks and harness mega forces like artificial intelligence as key profit centers. The 10-year U.S. Treasury yield hit 16-year highs near 5.0% last week, while U.S. stocks ...

2023-10-20 03:45:00 ET Summary Generative AI is poised to revolutionize the smartphone market with stunningly advanced features and personalized user experiences. As the massive smartphone market has begun to plateau, big changes appear afoot in the consumer device world. Whil...

2023-10-16 05:44:00 ET Summary The CPI report didn’t seem to have much impact with rates little changed an hour after the report but bond selling was persistent all day. We think we are in the midst of a secular change in the trend for inflation and interest rates. The down...

2023-10-09 23:57:00 ET Summary We see markets adjusting to the new regime. This is not a typical business cycle - structural mega forces are shaping the outlook now, in our view. The 10-year U.S. Treasury yield jumped to 16-year highs as markets eyed higher-for-longer interest rat...

2023-10-07 21:52:00 ET Summary GenAI has commanded attention and moved markets this year, earning comparisons to the internet and smartphones for its transformative potential. Unlike other technology innovations that had fleeting fame before fading to the background, we see genAI ...

2023-10-07 02:14:00 ET Summary In the US, even though inflation has started to decline, the Federal Reserve is struggling to quell rising prices. Stubborn inflation, high interest rates and recession fears have persisted through 2023. The technology-driven market has been extr...