What I Read This Week...

Investors are pulling money out of risk assets, Micron receives a multi-billion dollar grant from the U.S. government, and a new House bill makes a TikTok ban more likely

Watch All-In E175 Read our deep dives into Climate, Artificial Intelligence, Healthcare and Space Caught My Eye… Money is being pulled out of equities and junk bonds at the fastest rate in more than a year. Investors are becoming more conservative in their allocations, citing elevated geopolitical risk and potential upside risk to commodity prices and inflation as reasons to be risk-off after a high-flying bull market in 2024. With equities close to all time highs, many investors view high-yielding short-term paper as an increasingly attractive alternative, and are pulling billions of…

related reading

• Deep Dive: Building an American TSMC | Contrary Researchresearch.contrary.com
• How to Reindustrialize America: The Case for a Strategic Investment Fundforeignaffairs.com
• TechCrunch | Startup and Technology Newstechcrunch.com
• Putting the Biden Administration’s “New Economic Statecraft” in Context | Lawfarelawfaremedia.org
• CSR101_Feb4.inddassets.cfr.org
• Crypto_Mega_Theses.pdfassets.ctfassets.net
• Chips and China – Stratechery by Ben Thompsonstratechery.com
• Billionaire Investor Robert Friedland: Americans Are Living In A Fantasy, They Have No Idea What We're Facingrobertsinn.substack.com
• 吴说 - 区块链快讯与深度内容平台wu-talk.com
• Moure_rwer_2023.pdfcapitalaspower.com
• Why America Will Lose Semiconductors - by Dylan Patelsemianalysis.com
• Fey: Make better investments.fey.com