In a comprehensive study of foreign stocks, returns become “normal” through reducing multidimensionality to one. Importantly, the characteristics of firms matter, whether across oceans or within countries.
From Fed Chairman Warsh’s first Jackson Hole speech, highlights and key takeaways about the AI infrastructure buildout are discussed. It’s a reset of the outlook of the U.S. economy that is performing well.
On August 20th, the Fort Worth Report holds a public panel on data centers, with Jennifer Warren, Nikki Morris of TCU, and Dr. Mohammad Islam of UT-Arlington.
