Bloomberg (October 10)
“Betting against the dollar has been the dominant trade this year in the $9.6 trillion-a-day foreign exchange market, but the wager is starting to stumble. The world’s primary reserve currency is around a two-month high even as the US government shutdown drags on, and traders in Asia and Europe say hedge funds are adding options bets that the rebound versus most major peers will extend into year-end.”
Tags: $9.6 trillion, Asia, Dollar, Dominant, Forex, Government, Hedge funds, Market, Options bets, Rebound, Reserve currency, Shutdown, Stumble, Trade, Traders, Two-month high, U.S.
Barron’s (March 17)
“They’ve gone from the Mag Seven to the Lag Seven.” Apple, Microsoft, Nvidia, Amazon.com, Alphabet, Meta Platforms, and Tesla collectively represented over “half of the S& P 500’s gain of 23% in 2024 as they rose an average of 60%.” This year they are “down an average of 15%” and “now account for about 95% of the index’s decline of 6% in 2025.” However, the Mag Seven “aren’t destined to fail or fade into insignificance. They remain too dominant…and too reasonably priced, with six of the seven trading for 18 to 30 times projected 2025 earnings. (Tesla, at 85 times, is the notable exception.)”
Tags: 2024, 2025, Alphabet, Amazon.com, Apple, Decline, Dominant, Earnings, Fade, Fail, Lag Seven, Mag Seven, Meta Platforms, Microsoft, Nvidia, Reasonably priced, S&P 500, Tesla
Barron’s (February 24)
Trump wants the dollar to be mighty but weak. It makes no sense.” The President “is ensnared in a logical knot. Either the dollar must remain ‘mighty’ and dominant, or it must shed this albatross and fall to a level more favorable to U.S. exports. To demand that the dollar do both is as illogical as to demand that tariffs raise import revenue while at the same time stopping imports.”
Tags: Demand, Dollar, Dominant, Ensnared, Fall, Favorable, Illogical, Import revenue, Logical knot, Mighty, Tariffs, Trump, U.S. exports, Weak
Wall Street Journal (November 13)
“South of the border, China is ascendant,” having successfully “capitalized on U.S. indifference in Latin America.” The world’s second most populous nation has now “replaced the U.S. as the dominant trading partner for most big economies, with the exceptions of Mexico and Colombia.” Beijing has also “signed up most of Latin America and the Caribbean to an infrastructure program that excludes the U.S.”
Tags: Ascendant, Big economies, Border, Capitalized, China, Colombia, Dominant, Indifference, Latin America, Mexico, Trading partner, U.S.
Wall Street Journal (July 7)
“China’s decision this week to restrict the export of two minerals used in semiconductors, solar panels and missile systems was more than a trade salvo. It was a reminder of its dominant hold over the world’s mineral resources—and a warning of its willingness to use them in its escalating rivalry with the U.S.”
Tags: China, Decision, Dominant, Escalating, Export, Mineral resources, Missile systems, Restrict, Rivalry, Semiconductors, Solar panels, Trade salvo, Warning
New Yorker (December 23)
As “more established environmental organizations” have adopted “defensive positions, Sunrise has established itself as the dominant influence on the environmental policy of the Democratic Party’s young, progressive wing. Just as the March for Our Lives has changed gun-control activism from a movement of grieving parents to one led by students, Sunrise is part of a generational shift in the environmental movement” as they push for a “Green New Deal.”
Tags: Defensive, Dominant, Environmental, Established, Generational shift, Green New Deal, Gun-control activism, Influence, March for Our Lives, Parents, Students, Sunrise
The Economist (April 23)
With a dominant European market share, Google has come under fire from the European Commission. Google deserves to profit from its acumen, but this “has to be balanced against the need to inspire innovations that might complement Android or Google Search—or even displace them. It is now up to Google to demonstrate that its mobile strategy does not harm competition, and thus consumers.”
Tags: Android, Competition, Consumers, Dominant, Europe, European Commission, Google, Innovation, Market share, Mobile strategy, Profit, Search
Wall Street Journal (April 14)
“Social media companies quickly are becoming the dominant news providers for many Americans and citizens across the world. The implications of this revolution are significant for how we understand the information ecosystem and our democracy.” Facebook has become far and away the most common source of news in the U.S., followed by Twitter.
Tags: Democracy, Dominant, Facebook, Information ecosystem, News, Revolution, Social media, Twitter, U.S.
