Jackie Doherty

DEEP DIVE: Essential Rare Earth Minerals

This is an excerpt from the June 5, 2025 Morning Briefing of Yardeni Research, Inc. “People who live in glass houses should not throw stones.” That’s a saying that President Trump should have taken to heart before slapping aggressive tariffs on Chinese imports, because China has one thing that the US lacks and needs: rare earth minerals. These minerals are necessary components of high-tech equipment like automobiles, robots, and

DEEP DIVE: A Semiconductor Revival

DEEP DIVE: The Kennedy Cure For What Ails Healthcare

President-elect Donald Trump nominated Robert Kennedy Jr., known for challenging the safety of vaccines, to head Health and Human Services (HHS), a huge organization that encompasses an alphabet soup of agencies including the Food and Drug Administration (FDA), the National Institutes of Health (NIH), the Centers for Disease Control and Prevention (CDC), Medicare and Medicaid, and the Office of the Surgeon General. Trump reportedly has asked Kennedy—whose presidential campaign

DEEP DIVE: China Goes For Broke

On Tuesday, China announced a raft of policies aimed at boosting the economy and encouraging consumption. The People’s Bank of China (PBoC) cut its seven-day reverse repo rate from 1.7% to 1.5%. The central bank will also cut the amount of funds that lenders must hold in reserve by 0.5ppt, with more cuts expected later this year. And regulators will recapitalize China’s largest commercial banks;

DEEP DIVE: Disruptive Technologies Series: Optimus vs Figure 2.0

Millions of humanoid robots, those that look and move like humans, could become regular fixtures in factories and homes, bringing down manufacturing costs, eliminating dreary and dangerous work, and launching humanity into an age of abundance, according to the CEOs of Tesla and Figure AI. Both companies have humanoid prototypes that look amazingly lifelike and are trained using artificial intelligence. Here’s a head-to-head comparison of these humanoid robots and

DEEP DIVE: AI Hype Is Hyper

Determining when an investment trend has run its course is more of an art than a science. While we love the productivity-enhancing possibilities that artificial intelligence (AI) offers, the AI phenomenon has many of the hallmarks of an inflating bubble. There are big bucks chasing the AI dream. New kings of industry have been crowned. And the hyperbole is flowing. Let’s take a look at some of the warning

DEEP DIVE: Quantum Leaps

Artificial Intelligence is just one of several technological innovations that are likely to drive the economy during the Roaring 2020s. The promise of quantum computing—and what humans can accomplish with such vast amounts of computing power—makes scientists giddy. Google, Amazon, Microsoft, and IBM are leading the race to develop these computers and offer access to them in the cloud. Here are some recent developments in the area: (1)