Will the US Dollar Get Stronger?
We use two charts to illustrate the foreign currency versus dollar question. Will history repeat?
Nazi, Fascist — Just Words, or More?
Some personal reflections on the usage of these words by younger people
Cockroaches
Tom Essaye helps us understand the details of the First Brands and Tricolor Affairs, along with “a macroeconomic indicator to watch.”
Trump Punishes Ally; Americans Pay Tab
Americans tend to vote with their pocketbooks. Do they know they’re paying the equivalent of an additional $2/gallon gas tax? Let me explain.
Sentiment and the Stock Market
The evidence shows optimism (excessive?) for stock market investors and does not show optimism for those folks who are uninvested. Let’s discuss.
Kotok Quick Take: Shutdown, Deficits, Trumponomics 2.0
Brief comparative remarks about shutdowns, record deficits, and federal budgets bring into focus daunting challenges for the economic, market, and investment spheres.
UPenn: Ben Franklin Would Be Proud
UPenn and seven other universities have said “no thanks” to the Trump administration’s attempt to influence the affairs of these universities. What is at stake?
Denominator Blindness: Senator Johnson, Tylenol, and Barry Ritholtz
Hat tip to Barry Ritholtz for triggering today’s discussion. Readers may draw their own conclusions about Tylenol, ivermectin, and US healthcare; but Barry’s point about denominators is crucial.
An Explainer Video: The Fed – Rules and a Stable Nominal Anchor
The gist of Bob Hetzel’s proposal for Fed communications strategy is outlined in this short video explainer that you don’t have to be a dedicated Fed watcher to follow.
Screening, Discussion, and Interview: 20 Days in Mariupol
The Oscar-award-winning documentary 20 Days in Mariupol captures the first 20 days of the Russian invasion of Ukraine, as Ukrainian citizens’ lives and their city are torn apart. How to watch.