The week of February 22: GameStop, again, a poor choice for Interior, China’s rare-earths play, and much, much more.
On the menu: inflation fears deflate stocks, from pipeline to railroad, China’s green-jobs threat, working from the office, and crime and the minimum wage.
On the menu today: a defense of macroeconomics, inflation expectations rising, tech-stock tumbling, and a look at Paul Romer’s paper on technological progress.
Everything looks peachy right now, but I wonder how soon we’ll be saying, ‘It seemed like a good idea at the time.’
The week of February 15: good long-term gloom, the mess in Texas, a trillion here, a trillion there, and more.
Launching today, 2ndVote Funds will provide investment products, such as ETFs and actively managed funds, that use a conservative or libertarian framework to allocate capital.
On the menu today: my interview with Mayor Suarez, Bitcoin as a hedge, TikTok sale goes awry, and a look at Central Bank Digital Currencies.
The week of February 1: Bubbles, regulators, GameStop, Biden’s green agenda and much, much more, including the latest in our new podcast series, the Capital Record.
On the menu today: Robinhood’s arbitrage shop, its potential IPO, the end of Bezos’s tenure as Amazon CEO, and a 1920 short squeeze.