Brushing aside the initial decline in the bond markets post the nomination of Warsh, Siegel said that the former Fed Governor is a “decisive upgrade” to outgoing Fed Chair, Jerome Powell. ・Ultimately, ...

China's control over crucial rare earth materials has been a "threat for a long time" to Western supply chains and the U.S. should create a strategic reserve of the metals, University of Pennsylvania ...

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Jeremy Siegel says the data infrastructure boom of the dot-com era is a useful analog to today's buildout. Companies aren't slowing on AI spending, but Siegel thinks the market may be about to shift.