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Monday was a busy day…

BY RANDY LOVING, CFA The 18th of October was a big day for semiconductor chips and computing.  Apple (NASDAQ:  AAPL) released its new Mac computer line up that will be based on a chip design licensed from Arm Holdings.  This … Read More

Alexa

“A Minute With MONTAG” considers the lighter side of today’s technology…       Confused man in his living room, as the device on his end table replies “The name’s Alexa.  Who’s Siri?”    

Negative Real Interest Rates

In another of our “A Minute With MONTAG” series, we look at the phenomenon of negative real interest rates – not seen since the 1970’s – and what this might say about investors’ inflation expectations:     A real interest … Read More

MMT, or How Much is Too Much?

By Tom Frisbie, Guest Contributor As President Biden shepherds political support for an unprecedented level of government spending on a variety of programs described as “infrastructure” (roughly $4 trillion at the moment), many members of Congress are understandably concerned. National … Read More

The Long Wait for Chips

In our “A Minute With MONTAG” series, we share recent changes in one of the many metrics we monitor:      

Lasting Benefits

BY RANDY LOVING, CFA Companies got very creative during the pandemic at using technology – usually a well-designed app – to keep people buying their product whether they were selling chicken wings or used cars.  The last 18 months have … Read More

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