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Search Result for “Taosha Wang”
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Commodities nearing super cycle
News, Published on 22/09/2025
» Commodities have had a rough decade, but a confluence of structural factors suggests that after years of underinvestment, the stage may be set for the next super cycle.
AI will force tech investors to become macro aware
News, Published on 22/11/2024
» Tech investors are facing a new form of disruption. This investment cohort has historically paid little attention to macroeconomics, as ever-improving product features and innovative growth strategies have driven investment returns in high tech far more than things like aggregate growth and inflation.