Today's employment numbers showed August gains much lower than expected. Delta has had a bigger impact than we expect. As Covid declines, we will see job growth, then the Fed will taper. This won't be all terrible, but it will be a giant rotation of coming into value and out of growth stocks--and it will be an aggressive move.
It's too powerful to suffer the headlines. She's long Facebook and still believes in it. Overall, we're closer to the end of this dramatic shift from TV ad revenues to digital.
Production delays due to ongoing shortage of semiconductors Probably this is a delay in car consumption, in gratification. Turning to the used car market is fraught, because those cars are aging. The Ford Lyriq in early 2022 will be important to Ford.