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This Is What Happened to the Meme Stock Mania
Spring of 2021 was peak meme mania. GameStop was going nuts. AMC was going nuts. And in general, the big cohort of traders that entered the market in…
3 years, 11 months ago
Sam Bankman-Fried and Matt Levine on How to Make Money in Crypto
The price of major cryptocurrencies like Bitcoin and Ethereum have been moving sideways for awhile. But it doesn't seem like there's any slowdown in …
3 years, 11 months ago
The 1906 Dredging Law That May Be Holding Back The U.S. Economy
The long grounding of the cargo ship The Ever Forward has shone a spotlight on the limited dredging equipment that exists in the U.S. The most powerf…
3 years, 11 months ago
This Is The Challenge Of Securing The Battery Supply Chain
With oil prices surging, there's a sense of greater urgency about moving more towards electric vehicles. But of course the metals that go into EVs ar…
3 years, 11 months ago
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. …
3 years, 11 months ago
This Is What 5% Mortgage Rates Mean Now For The Housing Market
For much of the last two decades, housing has been the consummate macro asset. It was at the heart of a huge boom. Then there was the crash and the G…
3 years, 11 months ago
This Is Zoltan Pozsar's Vision For Bretton Woods III
Over the last several years, most economic crises have been solvable by money. Swap lines. Bailouts. Central bank asset purchases, and so on. But now…
4 years ago
What Wooden Pallets Have to Do With Russia's Invasion of Ukraine
Most people don't think much about wooden pallets -- and that might be true even of people conducting large-scale military invasions. Recent reports …
4 years ago
How Bill Gross Built a Bond Empire And Then Lost It All
For a long time, bond investing was considered a sleepy backwater. You bought a bond and just clipped coupons as you waited for it mature. Boring! Th…
4 years ago
The Real Reason So Many Musicians Are Frustrated By Spotify
Earlier this year, there was a growing movement among some musicians (lead by Neil Young) to remove music from Spotify as a protest against Joe Rogan…
4 years ago