Friday, June 26
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America is running a real-time experiment in politics and prosperity, and California and Texas are the laboratories. Read More
Hating artificial intelligence may be the only thing about which Americans agree. But they are global outliers in their pessimism. A survey... Read More
AI anxiety is creating a new cross-party consensus. The prescription? New taxes. Andrew Yang wants a tax on computing power. Bill Gates wants... Read More
Small business government contractors haven’t had it easy for the last 16 months. DOGE, the longest shutdown in history, and other... Read More
The artificial intelligence boom is holding up the economy in his second term. Read More
Donald Trump “took out over 85 percent of Iran’s defense industrial base; sank its navy; grounded its air force; damaged its... Read More
The technology sector is increasingly taking its cues from an understated memory-chip manufacturer based in Boise, Idaho. Read More
In the face of a financial quagmire, why not throw up a few glow sticks? Read More
It’s official — Elon Musk has become the world’s first trillionaire. The figure is staggering, but it also raises an... Read More
Sen. Elizabeth Warren (D-Massachusetts) is teaming up with Bernie to propose the biggest tax increase since World War II, but it’s not... Read More
Suze Orman warns against viral advice to claim Social Security at 62, saying it locks retirees into a permanent 30% penalty they cannot undo. Read More
In a rare moment of bipartisan agreement, the House passed legislation this Spring to allow the year-round sale of E15. For... Read More
The history of Chinese industry reveals a familiar pattern: first imitation, then improvement, and finally innovation. Read More
What do Iowa Senator Charles Grassley and Minnesota Senator Amy Klobuchar have in common with Dr. Victor Frankenstein? Like Dr. Frankenstein,... Read More
Attention Markets Hypothesis > Efficient Markets Hypothesis Read More
It’s the fear, the enshittification, datacenter hostility, and the tech broligarchy Read More
The party's new crop of Mamdani-backed socialists are just the latest sign of a long slide into economic radicalism. Read More
AI appears poised to automate activities that once seemed uniquely human. History suggests that worries are misplaced. Read More
Some vivid human behaviours that arise when we are watching the World Cup, all of which should feel very familiar to investors. Read More
High but seemingly unstoppable, markets continue to perform strongly despite a series of significant economic and geopolitical shocks.... Read More
We’ll look back on this period several years from now and recognize it as a bubble. Read More
As inflation cools and growth slows, we expect rate cuts in 2027 and 2028 that help reignite economic growth. Read More
One of the hardest distinctions for investors is separating a crowded trade from a bubble. Read More
After years of cheap capital, many companies drifted away from managing for shareholder value in favor of loosely defined stakeholder models.... Read More
The narrative in markets is changing from “lower oil prices mean lower inflation” to “lower oil prices mean more demand in... Read More
People often hold optimistic views about federal government spending programs. They assume that new and expanded programs can fix the... Read More
Three biggest macro risks today. Read More
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