Geopolitical Breakdown By John Mauldin I’m writing you from Cape Town, South Africa, where I’ve been warmly welcomed and reminded how much ...
martes, 11 de junio de 2024
BOAZ VS. BLACKROCK: WHOEVER WINS, CLOSE-END FUNDS LOSE / THE ECONOMIST
Boaz v BlackRock: Whoever wins, closed-end funds lose Farewell to a financial mystery As one of the leaders of the passive-investing revolut...
HOW CHINA PULLED SO FAR AHEAD ON INDUSTRIAL POLICY / THE NEW YORK TIMES
How China Pulled So Far Ahead on Industrial Policy The United States and Europe are trying to catch up to a rival skilled in using all the l...
ECONOMIC DATA PAINT A PICTURE OF TWO AMERICAS / THE WALL STREET JOURNAL
Economic Data Paint a Picture of Two Americas The rich are feeling confident, but lower-income households are growing cautious By Aaron Back...
CENTRAL BANKS´ NEW-OLD INFLATIONARY BIAS / PROJECT SYNDICATE
Central Banks’ New-Old Inflationary Bias While rules-based monetary policy thrived when globalization put downward pressure on inflation, th...
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