YOU CAN´T BLAME INFLATION FOR EVERYTHING. ESPECIALLY NOW / THE NEW YORK TIMES OP EDITORIAL

You can’t blame inflation for everything. Especially now. By Paul Krugman Surging prices in 2021-22, after decades of low inflation, came ...

WHY ARE CRUISE STOCKS STILL DEAD IN THE WATER? / THE WALL STREET JOURNAL

Why Are Cruise Stocks Still Dead in the Water? Carnival, Royal Caribbean and Norwegian have largely recovered from the pandemic, but investo...

MAXIMS FOR THE AI AGE / PROJECT SYNDICATE

Maxims for the AI Age Far too often, debates about technology, innovation, and progress fall into crude dichotomies – humans versus machines...

GEOPOLITICAL BREAKDOWN / JOHN MAULDIN´S WEEKLY NEWSLETTER

Geopolitical Breakdown By John Mauldin  I’m writing you from Cape Town, South Africa, where I’ve been warmly welcomed and reminded how much ...

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...