Traders appear to be focused on possible Fed rate cuts and corporate earnings, and are remarkably indifferent to political fortunes, our... Read More
It’s accepted wisdom that in the matchup of Donald Trump vs. Joe Biden, voters despise their options. Supposedly Trump is the only... Read More
An exclusive interview. Read More
Earnings expectations tell the tale Read More
The supply-side recovery (including vehicle production) is a big reason why inflation is now yesterday’s problem. Read More
Growth stocks seemed unstoppable … until this week. Read More
On June 21, the U.S. Food and Drug Administration (FDA) announced the agency was authorizing the sale of four menthol-flavored... Read More
The Domain Name System (DNS), a 1985 technical invention, was transformed into critical global infrastructure by the policies of the United... Read More
Some thoughts about out experience owning a second home. Read More
On the right way to negotiate and why being a maximizer can hurt you in the long run. Read More
Trump and his advisers want to bring back impoundment, enabling them to cancel spending appropriated by Congress. Read More
Judging by the keynote addresses at this week’s Republican Convention, it seems that two very bad economic ideas have come back into... Read More
Musk’s decision to fund Trump’s reelection campaign serves to undermine his Detroit rivals on EVs. Read More
‘We have a big currency problem’ Read More
And basically all of Warner Bros Discovery is for sale. Read More
Vibesflation => actual inflation Read More
Ex-employees at places like OpenAI and Microsoft have gone on to form some of the most promising upstarts in the AI sector. Read More
The market is making the same mistake it made in January when it priced in six cuts. Read More
A joint blog post by Noah and Minn Kim on America's need for a national skilled immigration strategy. Read More
There’s less reason to fight when one-size-fits-all policies are replaced with local diversity. Read More
There has been a lot of attention to the idea that a Trump/Vance ticket is a weak $ ticket. And Trump’s own pronouncements on the... Read More
LPL Research discusses the sharp move higher in small cap stocks and potential path forward. Read More
Using the newest data from the U.S. Geological Survey, we identified the U.S. states where construction aggregate pricing has increased the... Read More
Monthly output got a warm weather boost. Read More
LPL Research explores how stock market performance this year remains bifurcated between mega caps and the rest of the broader market. Read More
Saving for retirement is a challenge for Americans who earn less pay or live longer lives. That's why retirement saving is especially hard for women.... Read More
The American steel industry has been struggling for several decades and policy interventions to date have proven ineffective. With import quotas, tariffs, and buy-American provisions doing little to revive the industry, it appears that a new paradigm shift will be needed to help revitalize this economically strategic sector. Foreign direct investment from friendly countries, or what some have coll... Read More