Lumber Back to Pre-Pandemic levels Source: Liz Ann Sonders, Schwab The inflation debate seems to be conflating a variety of different elements of changing prices. There is some confusion over...
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Lumber Back to Pre-Pandemic levels Source: Liz Ann Sonders, Schwab The inflation debate seems to be conflating a variety of different elements of changing prices. There is some confusion over...
My mid-week morning train WFH reads: • Lysol. N95 Masks. UPS. For Some Pandemic Winners, the Boom Is Over. Growth is slowing for some businesses, adding to challenges as they deal with rising...
Source: Deutsche Bank A couple of weeks ago, we discussed The Economic Risks from Anti-Vaxxers. It was a deep dive into the risks to the economic recovery presented by those who for a variety of...
My Two-for-Tuesday morning train WFH reads: • Return to Office Hits a Snag: Young Resisters A generation gap has emerged between them and colleagues who value the workplace over the advantages of...
My colleague Ben Carlson posted this insightful analysis showing why demographics make for a poor market forecasting tool. Ben runs the Institutional Asset Management in our shop, and he hears...
My back to work morning train WFH reads: • The Boss Wants You Back in the Office. Like, Now. Companies are starting to summon workers back, though many employees prefer more flexible office...
The transcript from this week’s, MiB: Brian Deese, NEC Director, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher,...
Amazing video from the Wall Street Journal on how TikTok’s algorithm figures out your desires and sends you down the rabbit hole. They did this by creating dozens of automated accounts that...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • More Variants Are Coming, and the U.S. Isn’t Ready to Track Them The people hunting for mutations want...
This week, we speak with Brian Deese, director of the National Economic Council under President Joe Biden, about the administration’s plans to challenge anti-competitive forces across the...
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat att he pool, and get ready for our longer-form weekend reads: • The We That Didn’t Work at WeWork: Adam Neumann and...
My end of week morning train WFH reads: • Bitcoin’s 50% Drop From Peak Hammers Crypto Loans, Derivatives The 2021 Bitcoin bubble is deflating and hitting a $1.3 trillion industry built on...
When it first came out in 1970, Car & Driver wrote “For the money the 240Z is an almost brilliant car.” And you don’t need to spend Ferrari money to buy a fun, beautiful ride in the classic sports...
History of U.S. Inflation Over 100 Years Source: Visual Capitalist I have been thinking a lot about inflation lately, which has led to me check to look at a lot of data: Lumber, CPI, Used...
My morning train WFH reads: • Move Over Private Equity: Trading Platforms Are Helping Investors Tap Pre-IPO Companies Nasdaq’s joint venture with large financial institutions is the latest entrant...
White House NEC Director Brian Deese Says Mergers Have Cost Families The White House estimates that consolidation across industries means American households pay an extra $5,000 a year. Bloomberg,...
My mid-week morning train WFH reads: • Meme Stocks Mired in Longest Losing Run Since Frenzy Began Retail investors who fueled a basket of meme stocks to meteoric heights are getting pummeled by...