We cover the opening euphoria in the US, the persistent shortages in the semiconductor industry, and our expectations for the earnings season ahead. 

We cover how the accelerated vaccination rate is driving up confidence among executives, the continued supply chain challenges causing inflation pressures and NFTs.

We cover the positive developments in travel and bookings,  institutional investor's concerns about inflation, and quantum computing featuring Honeywell. 

We cover the retailers posting very strong comps, the pain companies are facing with tight supply chains and congested ports and the end of the era of the internal combustion engine.

We cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report.