On the menu today: financial-disclosure reform, the British economy, and the pandemic power-grab.
Category: The Capital Note
Auto Added by WPeMatico
The Capital Note: Forward Guidance & the Fate of Cities
On the menu today: the Fed’s forward guidance, the fate of cities, and the use of collateral in emerging markets.
The Capital Note: Debt, Windfalls, and Disaster
On the menu today: Debt and windfall waste, the lockdown reflex, oil tankers as warehouses, green protectionism, and the (partial)
The Capital Note: Commodities, Cars & Climate
On the menu today: the unraveling of LVMH’s Tiffany acquisition, the tech selloff, and the economics of the Olympics.
The Capital Note: Cities after COVID & GM’s Electric Vehicle Push
On the menu today: work from home, GM’s investment in Nikola, and a look at the Vegas-Wall Street pipeline.
The Capital Note: Thinking Through Lockdowns
On the menu today: Lockdowns, a small-company debt crunch, a motel revival, nukes, and short sellers.
The Capital Note: Update from ESG Street
On the menu today: ESG, Trader Joe’s COVID challenges, autonomous trucks, Argentine subsidies, and Soviet gold.
The Capital Note: Lockdowns & Lumber
Small business, work from home, how a lumber shortage is increasing the size of one university’s endowment, and more.
The Capital Note: Individual Investors, Inflation & the Invisible Hand
The Role of Robinhood, Inflation-Adjusted Capital-Gains Taxes, Shakespeare’s Influence on Adam Smith, and more.
The Capital Note: Kodak’s Slide & Adam Smith’s Kidnapping
Higher home ownership rates, unpacking Kodak’s mismanagement of government funds, and the (likely apocryphal) kidnapping of Adam Smith.