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炉边谈话:美巡赛(PGA Tour) - 分论坛一:生成式AI领导者对话
Totem· 2024-10-17 16:35
Hi, Scott. First of all, thanks for being here and very excited to talk about all things related to golf and Gen AI. So with that, let me start off with, I'm sure most of our viewers have heard of PGA Tour. So he told me to do one on one on that, but can you tell us a little more about your organization and your role at the company? Sure, sure. Well, it's great to be here. Thank you for taking the time to talk to me, Swami. I really appreciate it. So, PGA Tour is a very exciting organization. We are respons ...
美银:The Flow ShowTo Xi, or not to Xi
Totem· 2024-10-16 01:53
Accessible version BofA private client T-bill flows ($bn) Extreme Bullish Extreme Bearish Buy Sell 4 6 0 10 2 8 7.0 The Flow Show To Xi, or not to Xi Scores on the Doors: gold 26.5%, stocks 18.6%, crypto 12.1%, HY bonds 7.8%, commods 7.6%, oil 5.9%, cash 4.2%, IG bonds 3.8%, US$ 1.6%, govt bonds -0.6% YTD. Investment Strategy Global Zeitgeist I: "Gotta believe after setting up a fund so retail can borrow from the state to invest in stocks China government ain't gonna come up short on stimulus this weekend". ...
Midcap Advisors_ 50bp Cut Moves Us Toward Bull Case
Totem· 2024-09-29 16:06
M Idea Midcap Advisors | North America September 23, 2024 04:01 AM GMT 50bp Cut Moves Us Toward Bull Case Fed is cutting rates faster than we expected in a soft landing environment. Recession risk even lower. Sponsor activity set to accelerate meaningfully. Election and regulatory clarity coming soon. We now bake in an overshoot of M&A activity relative to GDP above historical average in 2026-27. 50bp rate cut with a soft landing is positive for M&A activity. Rate cuts are here, and for the first time in de ...