Thursday, November 5
Set this view as default?
Yes
No
Set this view as default?
Yes
No
Whatever happened wasn’t going to be good because this should have been a lay-up election for the GOP given the top-line economic numbers. Read More
Big money lost last night. Most notably, Elon Musk’s record-breaking spending spree — including roughly $224 million poured into... Read More
Too bad Kamala Harris didn’t beat Donald Trump in 2024. Except Republicans will protest that Harris would have been much worse than... Read More
Vice President JD Vance posted 617 words to X on Wednesday explaining the Republican midterms wipeout. “The reason we lost is the... Read More
Republican megadonors have little to show for their 2026 efforts beyond disappointment and regret. Read More
A ballot measure that would have created a first-of-its-kind wealth tax on billionaires appears headed for defeat in California, concluding a... Read More
In The Affluent Society (1958), John Kenneth Galbraith challenged the assumption that businesses merely satisfy independently determined... Read More
Party power is never forever. Read More
On Monday, 60,000 of you got the letter. I'm so sorry. But you get one day.One day. Pour the bourbon. Drink. Cry. Smoke. Say the things you... Read More
The 2026 midterms will go down as one of the worst cycles for Republicans in modern times. In key congressional, legislative, and local races... Read More
With the midterms now behind us, is it way too early to talk about the 2028 presidential election? I don’t think so. Many of us, red... Read More
In 1989 The Economist described a Soviet bus factory whose workers took sledgehammers to newly manufactured trucks. The bus factory needed... Read More
The Dow Jones Industrial Average closed up more than 1,500 points on Wednesday, after midterm election results showed Democrats had taken... Read More
Taxes, Social Security, Medicare and interest rates all look different than they did 10 years ago. Read More
On what it really means to be a millionaire in America. Read More
Normies exist, and there’s only so far you can push them before they get mad. Read More
What does it mean if American opposition to building is permanent? Read More
What happens if consumers stop spending? Read More
If Anthropic goes public, workers, retail investors, and retirees will be left holding the bag when its bills come due. Read More
What happens to the "profit dollar" if the profits go away? Read More
It has become a trope to say that there is no equity investment culture in continental Europe (at least nowhere near what we see in the... Read More
Counting on strong returns, low inflation, working longer, or an inheritance? Adjust your plan before it’s too late. Read More
There are still places to invest with higher rates Read More
Nominal GDP growth is currently solid at around 6%, while S&P 500 earnings growth has surged to nearly 40% YoY. Read More
Where earnings season stands Read More
US real estate shares and commodities led performance among the major asset classes last month. Read More
Regardless of where the markets are headed, investors may want to own companies that offer some sense of certainty in terms of cash flows and... Read More
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