This week, Ed Elson, a property research analyst, joins to delve into the thriving U.S. equity market and the implications of a strong dollar. They discuss how various sectors are affected by the dollar's rise, revealing which companies might thrive or struggle with euro parity. The conversation shifts to the ongoing saga of Elon Musk and Twitter, predicting upcoming twists in corporate strategy. Lastly, they tackle government subsidies in the semiconductor industry, exploring their potential impact on American manufacturing and innovation.
