ECONOMICS

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Hoover Withdraws Discredited Article – The Big Picture

  You may have missed this little brouhaha over the Thanksgiving weekend. We posted an analysis of a deeply flawed (dare I say fabricated?) data...

Communications Services Leads US Equity Sectors In 2024

The neck-and-neck horse race for first place among equity sectors has recently given way to a decisive lead for communications services stocks year to...

WEEKLY BRIEFLY NOTED: For 2024-12-11 We

My weekly read-around: from quasar astronomy to our forthcoming chaos-monkey-plus-sadistic-cruelty policy future, & much MOAR…ShareONE IMAGE: Looking at the Unbelievably High-Energy Parts Of Our...

Accounting Error Sends Macy’s Shares Tumbling; Goldman Calls Earnings “Disappointing”

Macy's reported its financial results for the third quarter on Wednesday and slashed its outlook after concluding an investigation into an employee who intentionally hid...

China's Economic Growth on Target Despite Challenges

Policy Center for the New SouthThe IMF World Economic Outlook released on Tuesday (April 16th) brought a projection of China's economic growth of 4.6%...

Undermining The Debt Creates Recessions And Depressions

Many mistakenly look to the stock market as the leading indication of economic security. The true culprit is the DEBT market, not the stock...

US Bond Yields Rise as Reserve Currency Status Wanes

With much consternation, capital markets participants are watching US treasury bond yields go up while Jerome Powell and the Fed continue to lower the...

At the Money: Meb Faber on Tax Aware ETFs

    At the Money: Deferring Capital Gains on Appreciated Equity. (December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Would...

Research Review | 6 December 2024 | Index and Passive Investing

Limits to Diversification: Passive Investing and Market RiskLily H. Fang (INSEAD), et al.September 2024We show that the rise of passive investing leads to higher...

BIWEEKLY BRIEFLY NOTED: For 2024-12-05 Th

My biweekly read-around...Clearing-out some tabs I want to write something longer about, but do not have time to do so…Share&, I think, 100% correct....

Must-read

Biden Admin Scrambling To Auction Off Border-Wall Sections Before Trump Takes Office

With Donald Trump set to retake office in January, the Biden administration is scrambling to auction off unused sections of Trump's border wall, the...

Do You Have a Passion for Political Solutions?

This week, as expected, the Federal Reserve did not hike nor cut the federal funds rate.  Instead, following the two-day FOMC meeting, the central...

MiB: Tony Kim, Blackrock Active Technology

     This week, we speak with Tony Kim, Managing Director and Head of the Fundamental Equities’ Global Technology Team at BlackRock. he is manager of...