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It seems a touch fanciful to us, but some analysts are wondering if Intel could go the way of Nokia. What is true is that at least one big company with a big Irish presence is in a spot of bother. Let's hope its recovery plan works.
But it is a reminder that many a once great company has disappeared. Who remembers that Nokia once was as dominant as Apple?
The US regulator has declared Google to be a 'monopoly'. That could have profound consequences.
Whether or not technological obsolescence and/or the regulator is coming for big parts of the tech sector, one thing is certain: if they can't turn the lights on, they will go elsewhere. Power supply is becoming an urgent issue.
All this in more in our weekend edition. Enjoy!
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Reminder: stock markets go down as well as up. But wait long enough and they usually go up. Is the return of volatility a sign of a problem or just another wobble that will soon be forgotten?
One problem is the story we create around these type of events. Our narratives are often not very good guesses.
Chris puts some cash to work and Jim sticks to Bitcoin - this is not investment advice!!!
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Has Simon Harris managed to change the narrative? He's 'taken back control' of at least some of the key issue. We shouldn't underestimate the powerful psychological impact of wiping out Sinn Fein's aura pf 'electoral inevitability'.
Is ' buying the next election' with a giveaway budget really a sensible strategy? Even politically?
Is it true to FG's self-image as the party of fiscal rectitude? Is it even possible - is the Irish electorate that biddable?
Perhaps call the general election and ask the electorate: vote for us and then we will show you the money.
Alternatively, maybe a budget for housing, health and infrastructure would be more politically astute than one that doles out cash via tax cuts.
SF's tack to the centre - or even the anti-immigration right - includes schmoozing business. That could alienate its left-wing.
What are we going to do when all the priests are dead?
What is right wing? J D Vance on conservatives Vs libertarians.
And Much, much more! Enjoy!
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Is Keir Starmer already getting lucky? Only one month's data, but GDP growth smashed estimates in May.
US and Irish inflation down again.
IFAC warns about an 'overheating' risk to the Irish economy. Why we should all, in fact, get to love overheating.
Nvidia, AI & the US stock market: amazing growth
Biden is losing his friends. He should make Kamala Harris President now.
Orban has a very dodgy group of friends. Poland is getting nervous.
Reform. We note that the infighting looks to have begun
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The Irish political scene looks as fluid as that in France, the UK and elsewhere. The polls are getting it wrong and plenty of voters don't make up their minds until they enter the polling booth. We take a deep dive into all of this with renowned Irish political analyst and commentator, Tull McAdoo.
Why is Sinn Fein's vote collapsing? Will they recover? Maybe their last General Election result was a proper Black Swan event and the recent local and European elections are a better reflection of their base level support. Maybe they simply are not the well-oiled machine of urban - and mainstream media - legend
Has Simon Harris helped you put out the washing? 'Politics is a retail business'.
Coalitions always end badly, the current one will be no different. Smaller parties, in particular, always emerge very damaged.
Advice to all wannabe politicians: knock on doors!
And much more! Enjoy.
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From the publisher's feed
Economics and finance demystified.
A recent listener's comment:
"I first heard about ChatGPT on your podcast and immediately started using it. I’m 73 and wrote my first program…
cjpeconomics.substack.com
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