Newsletters2025-01-04T07:54:08-05:00

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Money Printer

October 07, 2023 | There’s always been tension in Hollywood around prop money: If it looks too fake, the audience will be turned off. But if it looks too real, that creates other problems.

Bond Vigilantes

October 06, 2023 | The latest meme stock? Not Gamestop, AMC, or Bed, Bath & Beyond. Instead, the market for long-term U.S. government debt (Treasury bonds) looks rather meme-esque.

Ozempic Era

October 05, 2023 | Americans are in their Ozempic era. And soon, food producers may face a new challenge: Consumers losing their appetites for pizza, potato chips, and ice cream.

The YOLO Economy

October 04, 2023 | YOLO: “You only live once.” In this edition, we talk about why Americans are spending like there’s no tomorrow.

Meta’s Gambit

October 03, 2023 | The U.S. and its allies have faced a conundrum: The world needs Russian oil to keep flowing; otherwise, the supply dropoff could spawn a shortage that pushes energy prices dramatically higher (offsetting efforts to control inflation.)

Slow Reckoning

October 02, 2023 | In popular areas like Miami, Austin, Charlotte, Phoenix, and Nashville, a glance at downtown includes cranes — so many cranes. In some cities, there’s construction for new apartment buildings happening everywhere.

Pahk the Cah

October 01, 2023 | Today, there could be over 1 billion parking spots in America, thanks to steady growth for decades. Today, we'll discuss who profits from parking lots and garages.

Tipflation

September 30, 2023 | While requests for tips by service workers have increased, actual tipping hasn’t kept pace. Learn more about it here.

Hidden Treasure

September 29, 2023 | Yesterday, we covered the looming U.S. government shutdown (which looks almost certain to happen now this weekend). Today, we’re covering it again, with more of a focus on its subtle but meaningful impact on finance markets.

Correction Territory

August 2, 2024 | Folks, the unemployment rate is ticking up — it just hit its highest level since the fall of 2021. Broadly, the U.S. job market showed significant signs of cooling.

Heating Up

July 31, 2024 | It’s the heart of air conditioning season, and one of the greatest beneficiaries of this time of year are the AC companies powering our homes, offices, and other businesses.

Cruisin’

July 29, 2024 | For years, cruise ships have been a thing for mostly Baby Boomers and retirees. Lately, however, the younger generation has been jumping on board.

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