Category: Economy
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Market Update
Corporate Investments and GrowthApple’s $600 billion US investment over 4 years faces skepticism due to its existing $55 billion annual investment in China, where 90% of its products are manufactured. Palantir’s quarterly sales reached $1 billion, growing 47% with $306 million in commercial revenue and $426 million from US government contracts, primarily defense and CIA.…
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Econ in 20 minutes
tl;dr: great video on theories why humans make “bad” choices over and over again.
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What Causes Recessions
The four major theories of business cycles in relation to the Great Recession of 2008: Keynesian theory, real business-cycle theory, monetarist approaches, and the Austrian School of Economics. Each theory offers a unique perspective on the causes of the recession. Keynesian economics attributes the recession to a shortfall in aggregate demand, while real business-cycle theorists…
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The Pro Argument
Money & Macro suggests that Trump is demanding a new global order that categorizes countries based on their economic relationship with the U.S. The narrative also highlights Trump’s focus on reindustrializing America to counter the perceived threat of deindustrialization and to strengthen the country’s position against competitors like China. The Bretton Woods system, which linked…
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In Bessent’s Words…
Bottom line: rate cuts, banking deregulations, or any kind of stimulus package are not coming anytime soon Bessent’s interview with Tucker Carlson reaffirmed a lot of views that many of us already held—but I think it’s worth highlighting a few key points that are particularly relevant. First, they’re 100% serious about addressing the wealth imbalance.…
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The Man Behind the Curtain
Howard Lutnick, close friend of Donald Trump, current Secretary of Commerce, and former CEO of Cantor Fitzgerald discusses strategic initiatives aimed at budget management, emphasizing the potential for significant federal spending cuts and improvements in efficiency, such as leveraging existing resources and addressing government fraud. Through anecdotes involving high-profile figures like Elon Musk, Lutnick presents…
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Trump, Tariffs, and Tesla
Professor Damodaran discusses the intricate relationship between politics and investing in the context of globalization , job losses, and economic disruption. Noting the significant impact of globalization since the 1980s, particularly highlighting China’s dramatic growth and the resultant winners and losers, including blue-collar workers and small businesses affected by these shifts. The discussion touches on the political…
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Why Oman’s $5B Smart Cities Are Different
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And, This Is What We’ve Come To…
Presented without comment.
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Tariff Man
“Can Trump’s Tariffs Work?” explores President-elect Donald Trump’s strong advocacy for tariffs as a means to protect American jobs and stimulate the economy, an approach he has termed himself as a “Tariff Man.” It details his proposed tariffs on goods from Canada, Mexico, and China, and the economic reactions these policies triggered. The discussion contrasts Trump’s tariff…