Helium prices have inflated after one of the world’s largest helium producers, in Qatar, halted production for the duration of the war. Jackie examines the new helium market dynamics and discusses the ramifications for helium-dependent industries (like semiconductors) and countries as well as for US helium producers. … Also: While the Iran war has jacked up oil prices everywhere, different oil-price benchmarks have been affected differently. … And: Robots are becoming more humanlike by the day. We look at Unitree’s upcoming IPO, Amazon’s acquisitions, and McDonald’s temporary robots.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →