For whatever it’s worth to you in the context of a hopelessly indeterminate US macro
Category: Featured
‘Great Progress’
US-China trade headlines will undoubtedly dominate the news flow in the days ahead. “GREAT PROGRESS”
Providing For The Public Good
JD Vance and Marco Rubio — it’s probably more accurate to say Marco Rubio and
As Productivity Falters, Economists Ponder A.I. Devil’s Bargain
Before Donald Trump’s trade war gave it the Dusko Markovic shove, AI was the only
How The Supreme Court Could Trigger A Financial Meltdown
I hope — really I do — that markets aren’t forced to grapple this year
Zuck Dodges AI Selloff On ‘DeepSeek Of The West’ Hype
One of the more interesting aspects of the early-week DeepSeek panic on Wall Street was
Time To Catch The Falling Bond Knife?
It might be time to buy the bonds. I don’t know. Not investment advice. Do
Heretical Heterodoxy
If Jerome Powell made anything clear during his May 1 press conference (and I’m not
Dynamics Of A ‘Never-Ending Stock Melt-Up’
“A never-ending melt-up in index.” That’s what befuddled bears were pondering by the end of
OECD Update Underscores US-China Economic Divergence
The OECD is concerned about the outlook for the global economy. That’s a tautology depending
The IPO Market Lives!
The post-pandemic ECM bonanza came to a screeching halt in 2022 as the Fed ratcheted
Breaking The Weak To Brake Inflation
It’s fine unless you need new financing. That applies in a lot of contexts right
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