Who’s Eating Whose Lunch?

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In Summary

In this month’s report, “Who’s Eating Whose Lunch?,” RGFO Chief Investment Officer Jimmy Chang reflected on Marc Andreessen’s famous quote, “Software is eating the world,” and the potential impact of artificial intelligence on the job market, as well as thoughts on the higher education landscape. He also touched on how the return of bond vigilantes and retreat of big foreign buyers have sent Treasury bond yields surging – it appears that rising yields are eating the market for now.