Powell, Earnings, FAANGs & Robots

Check out the accompanying pdf and chart collection. (1) Fed’s dots paint a new picture. (2) Powell’s talking about talking about tapering. (3) Might tapering begin in September? (4) Expecting blockbuster Q2 earnings and record GDP. (5) Post-Covid ad-spending surge helps Facebook and Google. (6) Netflix hurt by competition from Disney and the outdoors. (7) Tech regulatory threats grow. (8) Tech shares no longer leading the market. (9) Welcome to the Fourth Industrial Revolution. (10) Faster and cheaper computers and sensors creating better robots. (11) Robots improve companies’ efficiency and productivity.