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China's Long March to Technological Supremacy

Johan Rockström & Inga Strümke detail the lengths to which the country has gone to transform itself into a global…

AI Can't Pick Winning Funds. But It Can Avoid Bad Ones

New research debunks machine learning’s ability to pick winning mutual funds, revealing it mainly helps investors…

How The US Could Miss A Golden Opportunity in LNG

The US could miss a golden opportunity to cement its grip on the global gas market, the godfather of US LNG warns.

A Century of Stock Market Winners: Why Most Stocks Failed

The compound buy-and-hold return to the entire U.S. stock market over more than 100 years was 1,504,057%. Yet the…

Privacy Isn't Dead, But It Is Inconvenient

Is sharing your data worth what you’re getting out of it? That may be the wrong question to ask when you are thinking…

The SpaceX Frenzy Infects Another Index Provider

Et tu too, FTSE Russell?

The Gangster Logic of Trump's Tariff Wars

Once political favoritism supplants market competition as the organizing principle of global commerce, severe…

The Myth Of The Petrodollar Collapse

Will the dollar crumble if oil is priced in other currencies? Hardly...

Why Social Security's Problems Are Worse Than Expected

The Trustees are likely understating Social Security’s insolvency problem by assuming Americans will start having far…

A Bull Case Against Mark Perry's Chart of the Century

The article critiques Mark Perry's 'Chart of the Century,' which suggests that less government control leads to lower…

Global Bond Calamity Calls for a Calm Perspective

Are rising government bond yields signaling economic trouble ahead? Pundits say so, arguing multi-decade-high 10- and…

Why The US Has Growth But Isn't Flourishing

Growth is necessary but not sufficient for prosperity and flourishing.

We Are Increasingly Numb to Infrastructure Dysfunction

When the Francis Scott Key Bridge in Baltimore was struck by a ship and collapsed, everyone wanted to see it rebuilt…

Interstate Migration, Not Congress, Makes Homes Affordable

The U.S. House of Representatives and Senate are negotiating a new housing bill as Americans have become increasingly…

A Case for CA Billionaire Wealth Tax

Silicon Valley’s growth over recent decades has made California rich — and one of the most unequal places in America.

Semiconductor Orders Lead Manufacturing

Chips go into virtually everything manufactured, including cars, appliances, industrial equipment and phones.…

If Expectations Aren't Met, It's Long Way Down

Because the goal of investing is to accumulate real wealth—an enhanced ability to pay for goods and services—the…

Powell's Shadow Fed Majority Threatens Jobs and Growth

New Fed Chair Kevin Warsh may be boxed in as Powell and Biden-era allies reportedly hold enough votes to force rate…

They Don't Ring a Bell at the Top. They IPO

OpenAI announces it plans to IPO.

Is AI Profitable Yet?

No

The Bond Market Has Disconnected From Stocks

The equity risk premium is gone.

Money Without Meaning

Why rich people still have anxiety.

Charts of The Week: May 18-22

Earnings season is just about over and it was a good one.

Trump's Own Choices Are Behind His Plunging Popularity

Every president tests limits. Trump tests them faster than anyone, often with little thought about the consequences,…

Retirees, Don't Panic About Bonds. Protect Your Portfolio

Bonds are causing trouble again as yields rise and prices slump. This isn’t a sequel to 2022, the last time bonds…

Investors Act Like All's Well. It Could Make Things Worse

Investors don’t seem to be taking the long-term risks of the war with Iran seriously.

Wall Street Titans Playing Nice with Mamdani Is a Problem

Jamie Dimon and David Solomon — maybe the two most powerful bankers in New York — are invariably described as “tough,”…

A Sizable Majority of Americans Think Taxes Are Too High

A new poll shows that the overwhelming majority of Americans think federal taxes are too high. A record 70% of voters…

Why Double Digit Earnings Growth Won't Stop the Bear

Here's the analysis.

Making the Government Lean Again

As of Jan. 1, 2026, the Department of Government Efficiency (DOGE) reports $215 billion in savings, or roughly $1,335…

As Grocery Prices Rise, Trump Rolls Out An Unworkable Idea

The president declared that he was taking “a very historic action to substantially lower costs for consumers.” I have…

How Much Would $10K Tesla at IPO Be Worth?

High conviction in Tesla when it first debuted in 2010 would have made you a multimillionaire today.

SpaceX IPO Will Certainly Bolster America's Tech Supremacy

The coming IPO for SpaceX matters less for its gargantuan size than because it marks a dramatic change in the tech…

I Would Settle for Travel That's Just Less Horrible

The summer travel season is upon us, with its ballooning ticket prices and rash of flight cancellations, and I can’t…

Donald Trump Is Trying To Arrogate To Himself Trade Powers

On May 12, the Department of Justice urged the Supreme Court not to hear the case HMTX Industries v. U.S. The…

Data Centers Have Already Become a Liability for AI

One idea gaining ground among AI optimists is to pay a direct dividend from profits generated by local data centers,…

Exxon, Texas, & the Mamdanification of Corp. Governance

On May 27, ExxonMobil shareholders will vote on a simple proposal: align the company’s legal home with where it has…

A Green Energy TheTrump Administration Likes?

Move over, solar and wind. Thanks to new technologies, a “geothermal renaissance” is propelling green energy further…

A Sneak Peek At The Outlook for 2028

As if anyone has a clue what's going to be happening 2 or 3 years from now.

SpaceX: Here's What You Get For $1.75 Trillion

An ISP and bunch of hope

Higher Rates, More Renovations

Locked-in mortgage rates are keeping homeowners in place and driving a surge in renovation spending.

How Increased Defense Spening Will Change Trade

Reduced saving will reduce trade imbalances and weaken the US

The Dark Side of the Jevons Paradox

There can be side effects.

Trumpworld's Presidential Gold Rush

With each passing month, Trump is weaving the financial interests of his family, his allies and his political movement…

The Art of the Deal

The Trump/DOJ Settlement Agreement:—

What You Need To Know For The Week Ahead

Why Stablecoins Are A Risk To The Economy

We've done private money before and it didn't work out well.

Kneecapping Wall St. Is No Way To Fix Housing Shortage

Institutional investors are not the problem, they are one of the solutions.

Top Reasons Americans Retire Before They Had Planned

Here's a few.

For Michael Burry, This Time Is Different Once Again

Michael Burry's crash warning … the one macro risk that actually matters … why the earnings data tells a different…