- August 4, 2023
The Zombies Are Coming
Zombie companies need cheap money to survive. Cheap money is a thing of the past, and casualties are piling up. Yellow trucking is the latest victim.
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- July 28, 2023
Who Benefits at the End of a Rate Hiking Cycle?
When inflation spiked last year, companies responded by raising their prices. As price pressures started to ease, companies opted to prioritize pricing over volume. It was a fairly broad-based trend.
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- July 21, 2023
How to Profit Like Pelosi—Get Elected
Trust in elected officials has been in steady decline for decades. One reason is Americans feel the game is rigged against them. It’s hard to decide if members of Congress and other elected officials are self-serving or civil servants.
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- July 14, 2023
ESG: Trillions Squandered and Zero Progress
The envisioned benefits of ESG investing—owning companies that follow responsible environmental, social, and governance policies—have failed to materialize.
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- June 30, 2023
Qué Pasa, Markets?
If you listen to the financial media, you’d think seven stocks are responsible for “the market’s” gain this year. But the charts are telling us otherwise.
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- June 16, 2023
Coping with a Higher Education Cost Spiral
The cost of college has risen so high that more than half of Americans no longer think a college education is “worth it.”
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- June 9, 2023
AI Is an Unstoppable Disruptive Trend That Will Affect All of Us
The release of ChatGPT late last year triggered a firestorm of debate about both the promise and dystopian risks of artificial intelligence (AI). Some have labeled it the Great AI Freak Out of 2023.
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- June 2, 2023
The US Must Overcome Its Four Addictions
Any sense of normal will remain elusive until we address what Bruce describes as “addictions.”
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- May 26, 2023
Debt Debacle Costs $1 Billion per Day
We are finally hearing a resolution may be in sight for the debt ceiling, though I suspect this will drag out to Monday or even Tuesday. Why waste a good crisis, after all?
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- April 21, 2023
Seeking to Understand Energy, Macro, and More…
Do the days and weeks seem shorter to you lately? Maybe that’s an unkind feature of getting older. I have so much more I want to learn and understand, and not enough time to process it all.
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Global Macro Update
Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.