โข
After several years of quantitative tightening, the Fed is restarting QE amid persistent market and policy pressures.
โข
Europe and Asia use superior formulas, but the FDA hasnโt approved a new UV filter since the 1990s, exposing Americans to preventable cancer. Now, tariffs are pushing up prices on the few foreign options available.
Ultimately, the debate over 50-year mortgages is less about exotic loan structures and more about the deeper structural limits of Americaโs housing system.
โข
Data centers will power the next century, but the grid isn’t ready. The quest for capacity is reorganizing political alliances and showing up in rate hikes.
Government regulations and new taxes are adding a hidden โpolicy premiumโ to electricity costs.
โข
The minimum score was arbitrary anyway, and lenders are able to price risk accordingly.
โข
The ACA obscures the true costs of healthcare. The government shutdown revealed just how much.
โข
The administrationโs tariff regime looks like a success only because it was never actually implemented. Economic pain is postponed, but so is accountability.
โข
With CHIPS Act subsidies, acquisitions, and now federal ownership shares in Intel, semiconductor makers are accruing a lot of political power. That won’t be good news for technical innovation.
โข
The OECDโs projections are a flashing red light, not a prophecy. The fix is clear: spend less, regulate less, and trust people more.
โข
After several years of quantitative tightening, the Fed is restarting QE amid persistent market and policy pressures.
โข
Europe and Asia use superior formulas, but the FDA hasnโt approved a new UV filter since the 1990s, exposing Americans to preventable cancer. Now, tariffs are pushing up prices on the few foreign options available.
Ultimately, the debate over 50-year mortgages is less about exotic loan structures and more about the deeper structural limits of Americaโs housing system.
โข
Data centers will power the next century, but the grid isn’t ready. The quest for capacity is reorganizing political alliances and showing up in rate hikes.
Government regulations and new taxes are adding a hidden โpolicy premiumโ to electricity costs.
โข
The minimum score was arbitrary anyway, and lenders are able to price risk accordingly.
โข
The ACA obscures the true costs of healthcare. The government shutdown revealed just how much.
โข
The administrationโs tariff regime looks like a success only because it was never actually implemented. Economic pain is postponed, but so is accountability.
โข
With CHIPS Act subsidies, acquisitions, and now federal ownership shares in Intel, semiconductor makers are accruing a lot of political power. That won’t be good news for technical innovation.
โข
The OECDโs projections are a flashing red light, not a prophecy. The fix is clear: spend less, regulate less, and trust people more.
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