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" ... As for Black Panther 2, it seems to be the common consensus that he should not be recast, but the film and MCU should adapt, giving the Panther “mantle” to Shuri, or another character. I read a quote last night that said something to the effect of “You can make another Black Panther movie, but you can never make another Chadwick Boseman movie,” which should be the focus right now. ... "
" ... City consensus is suggestive of a total dividend around 132 US cents per share in 2020. And this results in a huge 5% yield. Things get even better for 2021 as well, those expectations of more profits growth creating an expected 179-cent full-year payout. This drags the FTSE 100 firm’s yield just a shade below 7%. ... "
" ... Friday's ISM Manufacturing report for April came in at 41.5, a 7.6-point drop from March's 49.1 but still above the consensus estimate of 36.9 from Investing.com. As I have stressed in the past, any monthly reading from an economic report is not always significant, as it is the trend that is important. The trend of all economic reports is negative, and this Friday's monthly jobs report is not likely to help. ... "
" ... My key global macro theme continues to be that inflation will rise by much more than the market consensus anticipates, especially as central banks in developed markets are likely to look the other way. Monetary policy will remain loose combined with an environment with many disinflationary forces of last decade are slowing or reversing (e.g. globalization and low labor costs). Moreover, the distribution of vaccines could spur consumer spending back to pre-pandemic levels which would further increase monetary velocity and drive up inflation. ... "
" ... The CXL initiative has also joined with the GenZ initiative, with a general consensus of using CXL inside a box and GenZ for box to box and rack to rack connectivity. CXL and GenZ will likely continue in the early development and demonstration phase through 2021 with early products available in 2022 or later. The figure below from a VMWare presentation at the 2020 Persistent Memory Summit shows CXL or GenZ for persistent memory pooling serving a couple of servers. ... "