High valuations are supporting equity markets and the economy. Everyone has a view on whether it’s sustainable.

High valuations are supporting equity markets and the economy. Everyone has a view on whether it’s sustainable.

YouTube video by bathoshue

Those who can get a job are finding AI has taken their grunt work.

A record Social Security expansion is behind the resilience in incomes and spending.

The European Union and Apple aren’t the only victims in this latest round of Trump’s trade war.

Ken Griffin’s Citadel is putting its Florida lobbying muscle behind an effort to allow four-year non-compete clauses and garden leaves in its home state, tightening employers’ hold on well-paid staffe...

US labor productivity fell last quarter for the first time since 2022. The benefits of AI still lie ahead, but we need to get through tariffs first.

The White House made no mention of how the framework met the objectives of raising revenue or reshoring manufacturing.

US labor productivity fell last quarter for the first time since 2022. The benefits of AI still lie ahead, but we need to get through tariffs first.

A national consumption levy could address what fiscally ails the US and finally be politically palatable.

Over six decades of investing, he left peers and the S&P 500 in the dust.

YouTube video by Bloomberg Opinion

The Oracle of Omaha plans to step down at Berkshire Hathaway. But his legacy will echo across markets for generations.

He’ll need to keep everybody happy with higher spending to survive, and forget compromise.

Jamie Dimon, Elon Musk and the rest of the efficiency hive are missing the power of structure and processes.

How Trump 2.0 is stacking up against other presidents — and even Churchill.

The Chinese economic experiment shows that there are diminishing returns to a planned economy.

Trump knows he’s unlikely to face consequences. And he has enablers.

Lenders mostly made the economic calamities of the recent past worse, but are now in a position of relative strength as a downturn looms.

Powell survives, there’s an obvious successor, and Trump’s drama was pointless.

Podcast Episode · Odd Lots · 04/23/2025 · 44m

Sacking Powell now could trigger an epic financial crisis. Best to wait for his term to end.

Chair Jerome Powell was right to push back on the market’s expectations of easier monetary policy. The outlook is just too uncertain.

His death could reset the contest between the modernizing and the traditionalist wings of the financially challenged Roman Catholic Church.

The data show that allowing employees to work remotely for some of the time increases productivity and improves retention.

After months of avoiding conflict with Trump, the head of the Federal Reserve shared his views on tariffs, spending cuts and threats to central bank autonomy.

The US will begin imposing tariffs of more than 20% on most imports of tomatoes from Mexico, citing “unfairly priced” shipments from the country.