Economy

America Needs Taiwan To Win the Semiconductor Race (www.heritage.org)
22 days ago U.S. Taiwan

Talking How Not to Invest with Prof G (ritholtz.com)
22 days ago

It's Again the Hefty Up-Revisions that Heat PPI Inflation: Been Happening Month after Month (wolfstreet.com)
22 days ago Inflation PPI

The Trump Trinity (dailyreckoning.com)
23 days ago Trump

Will the Fed Ride to the Rescue? (dailyreckoning.com)
23 days ago

Beneath the Skin of CPI Inflation: Pace Slows from Spike Last Month, but 6-Month CPI Accelerates Further, Worst Increase since September 2023 (wolfstreet.com)
23 days ago Inflation CPI

The Walmart Bubble (dailyreckoning.com)
23 days ago Walmart

Kohl's Spirals into Brick-and-Mortar Meltdown, Blames “Constrained” Consumers, but it's Just Losing them to Ecommerce, which is Booming (wolfstreet.com)
24 days ago

Silver as a Hedge Against Market Chaos (dailyreckoning.com)
25 days ago Silver

“Shipbuilding, Shipbuilding, Shipbuilding” – Half a $Trillion Is in Play (dailyreckoning.com)
25 days ago

Labor Market Dynamics Tighten Further. Job Openings, Quits, Hires Rise, Layoffs & Discharges Drop, Back Fed's Wait-and-See (wolfstreet.com)
25 days ago Layoffs

Transcript: Philipp Carlsson-Szlezak, BCG (ritholtz.com)
25 days ago

Trump Speech Lays Out Roadmap to Prosperity (www.heritage.org)
25 days ago Trump

Price of Natural Gas Futures Up 140% Year-over-Year: One More Reason for Inflation to Not Back off Easily (wolfstreet.com)
25 days ago Gas Inflation

The Bubble is Bursting (dailyreckoning.com)
25 days ago

10 Monday AM Reads (ritholtz.com)
26 days ago

Rabbithole: What Do People Get Wrong About Money? (ritholtz.com)
26 days ago

Tesla Backlash (ritholtz.com)
27 days ago Tesla

Why the Fed Considers “Pausing or Slowing” QT “Until the Resolution of the Debt Ceiling Situation” (wolfstreet.com)
27 days ago

Hot Pursuit! 911 EV Update (and the new book) (ritholtz.com)
28 days ago

A Lot More Ruin (dailyreckoning.com)
28 days ago

Federal Government Layoffs & Quits Begin to Show up in the Jobs Data, Barely Dent Solid Labor Market (wolfstreet.com)
28 days ago Layoffs

The Pain Begins (dailyreckoning.com)
28 days ago

MiB: Philipp Carlsson-Szlezak, Global Chief Economist for BCG (ritholtz.com)
29 days ago

10 Friday AM Reads (ritholtz.com)
29 days ago

At the Money: Austan Goolsbee, Chicago Fed President on Tariffs, Inflation and Monetary Policy (ritholtz.com)
29 days ago Monetary Inflation

Fed Balance Sheet QT: -$54 Billion in February, -$2.21 Trillion from Peak, to $6.76 Trillion, Lowest since May 2020 (wolfstreet.com)
29 days ago

The Democrats' Shameful Display (dailyreckoning.com)
29 days ago Democrat

Explosion of Imports Causes Trade Deficit to Spike by 96% in January YoY on Tariff Front-Running (wolfstreet.com)
29 days ago

Greenland Gambit (dailyreckoning.com)
30 days ago

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