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Brad Jacobs on His Big Bet on Building Insulation
He's done it again. On Sunday night, building supply company QXO announced that it would be acquiring TopBuild for $17 billion. TopBuild sells and in…
1 month, 2 weeks ago
Jack McClendon on Why It's So Hard to Create a New American Oil Boom
The White House wants gasoline prices to be lower, and it wants to see American oil companies drill for more oil. But of course, these ideas are in t…
1 month, 2 weeks ago
Alex Imas on Why Economists Might Be Getting AI Wrong
Everyone knows that new technologies can be really disruptive to the labor market, but eventually new jobs emerge and things come back into balance. …
1 month, 2 weeks ago
Planet Money Turned Everyday Annoyances Into an Economics Book
There are a lot of things to be annoyed about in modern life. The high cost of food and housing and childcare. Dating apps that don't seem to work. T…
1 month, 2 weeks ago
Brad Setser on the War in Iran and the Future of the US Dollar
It's possible that the war in Iran could reshape financial flows in significant ways. Perhaps the Gulf states will end up as less desirable places to…
1 month, 3 weeks ago
War in Iran Is Already Reshaping East Asia's Energy Future
The war in Iran has caused the price of all kinds of commodities to surge, and that has a negative economic impact almost everywhere. But the squeeze…
1 month, 3 weeks ago
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit
It's fueling the A.I. bubble, it's coming to your retirement portfolio—and it's flashing a lot of warning signs right now.
In the wake of the 2008 fin…
1 month, 3 weeks ago
Ziad Daoud Explains How War with Iran Will Reshape the Gulf
Regardless of whether the war with Iran continues, it seems likely to have a lasting impact on the Gulf states. They may have to rebuild damaged pipe…
1 month, 3 weeks ago
The Big Macro Force That's Been Driving Stocks Higher for Years
Stocks have gone up over the years because corporate earnings continue to grow. That part is straightforward. But in addition to rising stock prices,…
1 month, 3 weeks ago
How Shipping Insurance Really Works During a War
When the conflict with Iran started, some of the first headlines we saw had to do with shipping insurance. Marine insurers were said to be canceling …
1 month, 3 weeks ago