On the menu today: The war on Google, the Fed worries about what ultra-low interest rates might mean, the Biden liquidation, automation, a unicorn stumbles, and a case study in ...
The Capital Note
On the menu today: China’s 19th Party Congress, vaccine diplomacy, insider trading from home, and a look at the Microsoft antitrust case.
On the menu today: The war on Google, clouds over commercial real estate, clouds in space, food hoarding — and money as a memory device.
On the menu today: Parsing China's economic data, oil industry consolidation, and a new paper sheds light on the vulnerability of the Chinese real-estate market.
On the menu today: China’s successful bond issue, America’s high tech, China’s Covid exports (no, not that one) and the end of risk-free assets.
On the menu today: Volatility boosts bank profits, ESG (again), a defense of the financial media, and why studying economics will make you rich.
On the menu today: Negative interest rates, “stakeholder capitalism,” Illinois taxes, the EU’s Green New Deal, magic, math, money, and Sir Isaac Newton.
The Capital Note: ‘Stakeholder Capitalism’ or Democracy: Choose One; Yield or Human Rights: Choose One
On the menu today: ESG (again), Renminbi revival, the economics of vending machines, the economics of the Spanish Flu, and Finland holds the line.
On the menu today: investors betting on a strong recovery, ESG everywhere, and Big Tech antitrust.
On the menu today: Bullish markets, overbearing banks, hidden muni defaults, the last picture show, and whisky galore.