Jerome Powell, the former Fed chair, said this month that if a president could fire Fed officials just because they disagree on policy, the central bank would lose the credibility needed to keep the economy strong and stable.
Asian chip stocks are on an insane run right now 🚀
The MSCI EM Semiconductors vs Magnificent 7 ratio just hit a record ~205, more than doubling since early 2026.
Magnificent 7 is down -7% this year, but EM Semis surged +91%. Big thanks to SK Hynix and Samsung—up +348% an
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Contribution margin and gross margin aren’t the same thing. One focuses on variable costs, the other on all COGS. Know the difference to make smarter pricing and profit decisions 📊