Services are two-thirds of the economy; as long as they’re firm, the economy will plug along just fine, even as manufacturing stalled
Read more...New factory building shows that reshoring plans are translating into action. But how many will produce successful operations?
Read more...The US economy looks a bit perky. Party on! But will the Fed continue to apply the interest rate brakes?
Read more...Yes, Virginia, AI, like older forms of automated trading, has a nasty propensity to cause crises.
Read more...Some prognostications on how Mr. Market will react to election maneuvering and possible outcomes.
Read more...The magnitude of corporate cash going to stock buybacks suggests reversing the Trump tax cuts poses little real economy risk.
Read more...Oopsie! Private equity firms are hanging on to investor money for an unseemly amount of time! What to do?
Read more...Israel bonds, an important element of Israel’s war financing, are coming under attack.
Read more...What Fed chair Powell said about rate hikes, no rate cuts, rate cuts, and the QT slowdown while getting rid of MBS entirely
Read more...Venture capital and private equity are playing a larger role in the military-industrial complex leading to even more corruption, lack of accountability and the swallowing up of young minds by the Silicon Valley money pit.
Read more...Even though the rich are predictably getting richer even in the Covid era, the picture is worse when you look at billionaires.
Read more...A revealing, and not at all in a good way, discussion of private equity by departing CalSTRS Chief Investment Officer Chris Ailman.
Read more...An update on the impact on the war on the Israel economy, and the efforts to mitigate it.
Read more...More on Boeing as a symbol of industrial decline, here due to broader environmental and coming energy cost pressures.
Read more...Nearly everyone who wants an iPhone already has one. What’s next for Apple?
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