Overnight, the Trump Administration announced a new, massive set of tariffs, claiming authorization by Section 301 of the...
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My end-of-week morning reads: • The Credit Market Lens: Rich Spreads, Cheap Treasuries, and an Incomplete Explanation: The evolution...
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I have been fortunate to get to know Joe Davis, chief economist at investing giant Vanguard, over the years. He has been on...
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My morning reads: • Tesla’s Cratering Cybertruck Sales Evoke Ford Edsel Comparisons: Both automakers expected consumers to buy...
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At The Money: Investing in Wheat (July 22, 2026) Do you want to own a core food staple as a geopolitical hedge, an...
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My mid-week morning reads: • Prediction Markets Are Minting a New Type of Insider Trader: Sites like Polymarket were built to price...
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We are all systematically blind to how often things fail. A 2025 research paper, titled The Failure Gap, goes into great...
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My morning train reads: • Why Most Portfolios Are Under Diversified: QuantPedia’s data-driven case that even portfolios that...
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The transcript from this week’s MiB: Jason Wenk, Altruist founder and CEO, is below. You can stream and download our full...
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My early Monday morning reads: • 2% of What? Redefining inflation is not the way to achieve price stability. Warsh confirmed that 2%...
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