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Lots More on What America's Busiest Port is Seeing from the Trade Tariffs
We're about two months on from Liberation Day, and there's still a lot of confusion about what's going on with global trade. Some countries, like Chi…
10 months ago
Jersey City's Mayor on How the City Built So Much Housing
To some extent, at least in big cities, it feels as though the cost of housing is enveloping almost everything else in terms of politics right now. B…
10 months ago
Why It's So Hard for Apple to Move Production from China to India
President Trump wants Apple to make iPhones in America. The company itself has talked about — and to some extent already has been — moving more of it…
10 months, 1 week ago
How Do We Define a Currency?
What is a currency? This turns out to be one of those questions we just kind of skip over because we don't have clear answers to it (and because econ…
10 months, 1 week ago
Krishna Memani on Wall Street's Very Expensive "Free Lunch"
We're told over and over again that the one "free lunch" in investing is diversification, and that you can improve your returns over time simply by i…
10 months, 1 week ago
Michael Cembalest on Why AI Is the Stock Market Bet of the Century
Michael Cembalest has been an investment analyst for almost 40 years and his research notes have drawn a cult following on Wall Street. He's known fo…
10 months, 1 week ago
Why Asset Allocators Love Multi-Strategy Hedge Funds
Multi-strategy hedge funds have been having a moment with big asset allocators pouring billions of dollars into names like Millennium and Citadel. An…
10 months, 2 weeks ago
Zohran Mamdani, the Socialist Who Could Be NYC's New Mayor
We're just a month away from the hotly-contested Democratic primary for New York City Mayor. And one of the candidates -- Queens assemblyman Zohran M…
10 months, 2 weeks ago
Why Interest Rates Are Shooting Up All Around the World
This week the big story in markets is the selloff in bonds. Yields on benchmark 10-year US Treasuries jumped 20 basis points from last Friday’s low, …
10 months, 2 weeks ago
Scott Bok on How Bankers Spread the Gospel of Capitalism
When we think about the prospect of deglobalization (whatever that means) we often think about it in terms of the goods economy. Supply chains get re…
10 months, 3 weeks ago