a random assortment of articles that caught my eye, updated periodically…
(most recent on top)


Carolta Perez and the Economics of Hope

Fed’s Favorite Inflation Gauge Hits Highest Levels Since 1982

Is Omicron a New Wave or a Parallel Pandemic?

The Climate Crisis is Worse Than You Can Imagine

The World Economy is Suddenly Running Low on Everything

There’s Nothing to Do Except Gamble

How pro-Trump Insurrectionists Broke Into the US Capitol

How One of America’s Ugliest Days Unraveled Inside and Outside the Capitol

Mystical Hold of Transitory Tempts Huge Fed Policy Error

Mr. Market Agrees That Inflation Isn’t a Blip

Margin Debt Reaches Record Levels

BOJ Becomes Biggest Japan Stock Owner

America is Giving Up on the Pandemic

Hundreds of Scientists Say Coronavirus is Airborne

How Fauci, Other Health Specialists Deal with COVID-19 in Everyday Lives

Federal Reserve’s $3 Trillion Inflates Market Bubbles

COVID-19 Might Not Be the “Big One”

NY Times Coronavirus Update Webpage

WorldOMeter Coronavirus Data Webpage

CNN’s Coronavirus Update Webpage

Our World in Data Coronavirus Data and Graphs

As Trump Pushes to Reopen, Government Sees Virus Toll Nearly Doubling

What’s Behind South Korea’s COVID-19 Exceptionalism?

Guggenheim’s Minerd: Prepare for the Era of Recimination

Amid Coronavirus, One in Four Americans Struggle With Hunger

JPM: Inflation Risks in the Wake of the Pandemic

Carnival Cruises: Too Big to Fail?

How the Financial Crisis Changed Housing

The World May Have a Bigger Problem Than a Potential Recession

Moody’s Cuts Global Sovereign Rating Outlook to “Negative” for 2020

Morgan Stanley: We’re Already in a Recession

Social Security’s Shortfall – Big Cuts Could Follow

What’s Driving So Many Honduran Women to the US Border?

Trump on Trade Negotiations: No Need to Rush

Morgan Stanley Strategist: Recession Bells are Ringing

Consumer Prices Trail Estimates, Testing Powell’s View

Kashkari: Worker Bargaining Power Should Inform Fed’s Stance

Supreme Court Allows Antitrust Lawsuit Against Apple to Proceed

Trump’s Trade War: Here’s Who is Really Getting Pinched

Workarounds Galore: How Real Americans Deal With Real Inflation

Klarman Issues Dire Warning on Global Economy

El-Erian: Four Factors That Determine Fed’s Next Steps

Dudley: Stop Worrying About the Fed’s Balance Sheet

Tudor Jones Sees Peril in Corporate Debt Bubble

Dalio Says US Two Years from Downturn

Average American Household: $440 Increased Gas Expense Far Exceeds Tax Cuts

The Only Stock Buyers in the First Half Were Buybacks

SEC Blasts Insiders for Quietly Selling into Stock Buybacks

A US Recession Indicator Flashes Red

How a $139 Billion Fund is Trading the Trade War

Japanese Stocks: The Biggest Market Whale Can’t Buy Any More

The State of the US Economy in 11 Charts

Just 10 Stocks Accounted for More Than 100% of S&P’s First Half Gain

Geopolitical Tensions Ahead of OPEC Meeting

Bill Dudley Admits Why the Fed Got it Wrong

Is the US in a Depression? (Ask John Williams)

Bernanke: US Economy Faces Wile E. Coyote Moment

Bridgewater: We Are Bearish On Almost All Financial Assets

A Journey Through a Land of Extreme Poverty: Welcome to America

Active-Passive Debate: The Public Policy Angle

CBO: Budget and Economic Outlook

The World’s Priciest Stock Market

Why We’re Underestimating American Collapse

Quantitative Invesing: A Crisis Waiting to Happen

How to Lose $3 million in 1 Second

Deutsche Bank Trader Admits To Rigging Precious Metals Markets

John Bogle’s Warning for Index Fund Investors

Bernanke Terrifies Stock Investors Again

WSJ: Are Traders Creating a Bizarre New Feedback Loop?

Rajan: The Fundamental Problems of the Financial Crisis Are Still with Us

Fed’s Kaplan Warns Trump: “US too leveraged to use debt for growth”

Is the Fed Paying Banks Not to Lend?

Mikhail Gorbachev: It Looks as if the World is Preparing for War

Visualizing the World’s Largest Cities Throughout History

Something Wicked This Way Comes

The Fourth Turning: Where We Are Today

Hellish Choices: What’s an Asset Owner to Do?

Goldman’s Bear Case in 7 Steps

George Soros: Open Society Needs Defending

$356 Billion Fund Manager: “Now Is The Most Treacherous Time Ever. I’ve Never Seen This In My Career.”

Trading Secrets: Twilight of the Central Bankers

Ed Butowsky: Calculating the True Cost of Living Increase & Why It’s Much Higher Than We’re Told

The Inevitable Failure of the US Power Grid

Japan’s QQE Not Working

Jim Bullard to Wall Street — just kidding about the taper! (video)

Jim Grant on the Financial Crisis and the Fed (video, Grant starts at 10:00)

Making Money While the World Burns

Waging Wars Foolishly is Worse than Starting Them Unnecessarily

The Flash Crash (Money & Speed: Video)

Adventures in the Carry Trade

Kyle Bass on Japan’s Bleak Future

Nouriel Roubini on the Trouble with Emerging Markets