The Margin Imperative

Check out the accompanying pdf and chart collection. (1) Sowing the seeds of future profits. (2) Tech margins forecast to keep getting better. (3) Industrials and Financials margins expected to rebound in 2021. (4) Real estate margins shrinking this year and next. (5) State and local government payrolls and budgets under pressure. (6) Watching municipal bonds sold by transit systems, airports, toll roads, universities, and nursing homes for signs of trouble. (7) Consider China the US’s top national security risk. (8) Chinese scientists say their quantum computer has achieved quantum supremacy. (9) Introducing quantum cryptography.