"It was an interesting day. It was a day no like no other." Read More
The AI trends upending China’s entertainment industry may be a harbinger for what’s to come in Hollywood. Read More
Even indexers are starting to look at the risks of indexing. Read More
Monetary rules indicate interest rates are too low. September’s FOMC meeting offers an opportunity for the Fed to correct course. Read More
Brian Judge sees calls for a “pause” on development as a way to hype AI’s profit potential and reduce development costs. Read More
What’s astonishing after the events of the past couple of months is not how fearful Wall Street is, but how complacent. Read More
There’s no easy fix for Social Security, but a plan to raise top earners’ taxes has recently gained traction with lawmakers and... Read More
If you were a conspiracy theorist, you might think President Trump is trying his best to get Republican candidates defeated in the November... Read More
August US consumer price index (CPI) data hit the wires Friday, with the headline rate holding at 3.4% y/y.[i] Coming mere days before the... Read More
Federal Reserve Chair Kevin Warsh has sounded the right notes about being hawkish on inflation. This week, it’s time to act. Raising... Read More
If the Fed caused the inflation, then why is the Fed empowered to fix inflation? It’s a question not asked enough, but with the Fed a... Read More
Which political party is now the party of America’s working class? The latest income and poverty data from the U.S. Census Bureau... Read More
On August 28, 2026, President Donald Trump announced an oil arrangement involving Venezuela, calling it “the biggest oil deal in world... Read More
Treasury yields are rising, but stocks aren’t falling. Read More
There are few things politicians hate more than insignificance. Read More
This week, Jack Dorsey’s Block applied to federal regulators to create a national trust bank that would provide custody and fiduciary... Read More
There are better ways to boost the economy. Read More
The Securities and Exchange Commission under Chairman Paul Atkins is right to insist that corporate annual meetings return to their proper... Read More
Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My... Read More
This June, the European Commission (EUC) made a preliminary designation of two American cloud computing companies, Amazon Web Services (AWS)... Read More
It takes courage to stand in front of an express train and yell at it to slow down. That is what Dario Amodei, the chief executive of the... Read More
Don’t fall for the hysteria: If these companies want guardrails to avoid AI tragedies, they can adopt them all by themselves. Knowing... Read More
The Trump administration is gutting the pillars of U.S. hegemony one by one. Read More
A rush to regulate out of fear could have longer-term negative consequences than the risk it claims to address. Read More
The bond market has taken control from Warsh and Bessent, and in some ways is now testing or even tormenting them. Read More
Do firms cut corners to maximize profits? Read More
Ars previewed Mozilla’s report on how cheap open models caught up on capability. Read More
On the optimal portfolio, and why it can only be found looking backward. Read More
Amidst the “panic”, “fear” and “tumult” in government bond markets, it can be difficult to keep a cool head. Short-term trading... Read More
It's been running a cash flow deficit since 2010 Read More
It was the period after the financial crisis of 2008 that wasn't normal. Read More
How to avoid the dividend aristocrat trap and find reliable income stocks. Read More
Financial market analysis and research publisher providing live stock market commentary and investor-focused insights. Read More

This week, Jack Dorsey’s Block applied to federal regulators to create a national trust bank that would provide custody and fiduciary services for Bitcoin. It is the latest sign that Bitcoin is moving rapidly into the mainstream American banking system. There is just one problem: the international rules governing bank capital still treat Bitcoin as financial kryptonite. Under those rules, a ... Read More
Economics often presents redistribution as a trade-off between efficiency and equity. The metaphor is familiar. Markets may produce a large pie but distribute it unevenly. Government can redistribute the pie more equally, although taxes, regulation and other interventions may weaken incentives to work, save, invest or innovate. We accept some loss of efficiency in exchange for greater equity. But ... Read More