Jun 3, 2020
DisneyWorld Is Preparing to Reopen. It's Gonna Be Weird.
The company is aiming for a reopening in mid-July. But, for many reasons, the experience won't be what you are used to.
Jun 1, 2020
Rising Incomes, Falling Spending: Strange C19 April
Millions lost their jobs, but those declines were more than offset by an enormous increase in government social benefits.
May 30, 2020
Hertz Is Bankrupt: Effects Will Flow Throughout the Car Bus.
Expect hundreds of thousands of the company's cars to show up at used car dealerships soon. That will have carryover effects for carmakers.
May 25, 2020
Why Facebook's Pay-Based-On-Location Won't Work
Mark Zuckerberg plans to let more employees permanently work from home, but he wants to pay those who live in inexpensive places less.
May 21, 2020
Here's How to Square Rising Stock Market With a Dire Economy
Negative supply shocks are bad for the economy. But if you believe this one will reverse itself in pretty short order, then you might be able to tell a better story about the outlook...
May 5, 2020
Buffett Should Have Listened to Buffett About Airlines
He was a long-time skeptic of the industry. Then he changed his mind. Now he's changed his mind again.
Apr 27, 2020
Why Mitch McConnell's State Bankruptcy Idea Is Bad
Mitch McConnell's notion that states should be left to declare bankruptcy is ridiculous, as the negative economic and social effects of leaving states to scramble to pay their debts...
Apr 23, 2020
States Can't Re-Open Economy, Only the People Can
Even a state with a "reopened" economy will remain mostly frozen if consumers are reluctant to participate in the economy.
Apr 21, 2020
A Speculation On How Oil Prices Can Go Negative
Apr 14, 2020
Why Fed Was Part of Government Most Ready for This Crisis
The Federal Reserve was better prepared for the coronavirus pandemic than other institutions, thanks in large part to the lessons it learned during the financial crisis.
Apr 13, 2020
Why So Many Planes Are Still Flying, Nearly Empty
Coronavirus-prompted schedule reductions haven't lined up with the drop in demand, as obstacles like logistics, DOT obligations, and algae get in the way.
Mar 23, 2020
How a Riskier World Forces a Rethink of Investments
My strategy had long been to buy and hold for the long term. That changed â?" in part, anyway â?" earlier this month.
Mar 16, 2020
This Will Get Worse: Grim Math of Covid-19 Future
The coronavirus endgame depends on a series of unknowns. We keep getting more data, but we still don't know how inherently infectious or deadly the COVID-19 virus is. We don't know...
Mar 5, 2020
Coronavirus Means Less Air Travel, More Flexibility
As Covid-19 novel coronavirus continues to spread across the U.S., airlines are cutting down on the frequency of service on some major business routes, while easing off re-booking...
Feb 28, 2020
Coronavirus Hits Travel Hard. Nobody Knows How Hard, Yet
Stocks for major lodging and airline companies are getting smashed. Declining travel is both a symptom and a cause of broader economic problems.
Feb 25, 2020
Stocks Are Painting Bleak Picture of Where Economy's Headed
A look at the companies â?" including Zoom Video Communication, Clorox, and Campbell's Soup, that bucked Monday's 1,000-point Dow Jones drop paints a bleak picture of what a...
Feb 17, 2020
Delta CEO Ed Bastian Wants You to Think Before You Recline
There's a button to recline your seat because that's a thing you're allowed to do; there's no button to shake the seat in front of you.
Feb 15, 2020
Speculating Why Elon Musk Is Raising Billions in Cash for Tesla
If Musk's instinct in 2018 was to buy shares when the price was low, it makes sense that Tesla is now selling stock when the price is high.
Feb 7, 2020
Paul Singer Is Working to Save SoftBank From Itself
How does one keep Masayoshi Son from squandering more of his billions on projects like WeWork?
Feb 5, 2020
A Guess That Investors Don't Yet Know How to Price Coronavirus
The volatility in the markets reflects uncertainty about how widespread the coronavirus outbreak will be, and how long it will last.
Jan 28, 2020
Making a Case That Market Jitters Spring from Coronavirus
History suggests that outbreaks like the one in China can have negative effects that go well beyond their death tolls.
Jan 23, 2020
Netflix Beat Wall Street Forecasts. So Why Did Its Stock Fall?
Intensifying competition in the U.S. and questions about cash flow raise existential questions for the streaming giant.
Jan 20, 2020
When Buying in Bulk Is Great Investment, When It Isn't
Sometimes stocking up can be a great investment — and sometimes a waste of money.
Jan 15, 2020
Wage Growth Is Unequal, But Not In the Way We Think It To Be
Workers at the bottom end of the scale have been doing best for a change. What's driving it?
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