Let's Piketty-fy infrastructure week
There's broad consensus Infrastructure investment would help inequality. Tax cuts and some regulatory rollbacks, not as much.…
Substack and Bundle Pricing
Why Substack writers might have to dust off their microeconomics textbook…
We're getting closer to a vaccine - what does that mean (if anything) for tech?
As long expected, the reaction to the most positive COVID-19 news we've had is a big value rally. While the Nasdaq trades basically unchanged in the first session after the Pfizer news, the small cap Russell 2000 was up over 5%. The iShares S&P 500 Value ETF $IVE…
The entire market is SoftBank now
What can we learn from Masayoshi Son's investment strategy?…
Don't force Jay Powell to make the boudin noir
The Fed is being asked to and can do a lot more these days. But "can" doesn't necessarily equate to "should."…
Breakups (of big tech) are hard
Breaking up Big Tech is a big ask, while spinoffs might actually be more valuable than keeping them…
What if the market can't surf the Blue Wave?
The counter-argument to the market impact of a Blue Wave election might have nothing to do with a massive stimulus or government composition…
White Claw Winter
White Claw sales as an economic indicator…