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How do they do that, those economists

Stocks rallied on Friday, ushered higher by the high priests of AI growth Microsoft and Alphabet. Inflation numbers came in higher than expected, confirming what the markets already expected. What do you say? Last Friday’s inflation number came in on the higher end of economists’ estimates. If you polled them over the watercooler, they would…

A Quick Primer on Corporate Social Responsibility (CSR)-Driven Investments

In 2008, researcher Alexander Dahlsrud examined 37 different definitions of Corporate Social Responsibility (CSR)1 . That was 15 years ago, and you probably may not be surprised to learn that there is still not 1 overarching, accepted definition. Of Dahlsrud’s 37 definitions, one of my favorites is “CSR is the voluntary assumption by companies of…

Nothing artificial about AI contributing to earnings

Stocks fell yesterday because there was literally no good news to be found in a sea of worry. Well, maybe there was some good news, but it would have taken too much imagination to convert it to gains. Grounded. If you didn’t read my report yesterday, the session would have appeared to be another one…

Meta reminds investors that AI costs money

Stocks had a mixed closed in an up-down day as anxious traders awaited big tech earnings and an eco-release storm. Meta asks investors to have faith. A difference in opinion. When I write things like “analyst expectations” or “are expected to come in at,” or “probably gained,” I am, of course, referring to a descriptive…

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