- October 10, 2025
Unemployment’s Slow Burn
There’s a concerning undercurrent running through the US labor market. The unemployment rate has been steadily climbing. That’s unusual. Typically, when unemployment goes up, it spikes.
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- October 3, 2025
Japanification—Coming to America by 2031?
The newest member of the Federal Reserve Board, Stephen Miran, recently outlined his reasons for wanting interest rates to come down by roughly 2 percentage points—far more than any other Fed member.
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- September 19, 2025
Quantum: The ‘Next Big Thing’ Explodes
When I first wrote to you about quantum computing in October 2024, I called it the “next big thing.” Many readers agreed that the potential of quantum computing was exciting but felt it could be a decade or more away from commercial viability.
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- September 12, 2025
America’s Great Unraveling
The American middle class is a historical anomaly.
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- September 5, 2025
Live Now, Pay Never
“BNPL” companies like Klarna, Affirm, Afterpay, and Splitit have worked with e-commerce sites to integrate these alternative payment options into popular platforms.
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- August 22, 2025
Value Investing’s Quiet Comeback
It’s become something of a parlor joke in certain circles to ask: “Is value investing dead?”
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- August 8, 2025
Next-Gen Tech Converges in Space
Some of the most exciting research underway today is taking place in an area few have ever seen.
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- August 1, 2025
Personal Robots: Perfect Assistants or the End of Privacy?
Rosie the Robot was a memorable part of Saturday mornings for those of us of a certain age. I loved The Jetsons.
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- July 25, 2025
A New AI Playbook for America
The White House released America’s AI Action Plan—the clearest signal of AI’s importance to global dominance.
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- July 18, 2025
We the Public Will Pay for AI
Last week, we covered my concerns about AI’s impact on jobs. This week, we’ll take a look at its impact on energy demand and who pays for that energy.
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Global Macro Update
Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.