The Capital Note: Betting on Gridlock
On the menu today: Gridlock, Georgia, a win for pensioners over ESG, San Francisco self immolates (a bit more), Barr’s European co-belligerents, and more.
The Capital Note
The Capital Note: Stocks Record Biggest Post-Election Gain Ever
On the menu today: contested elections, now and then.
The Capital Note: Betting on a Biden Binge
On the menu today: Betting on a Biden binge, Jack Ma’s (mini) Khodorkovsky moment, Estonian tax, the return of sail, commercial real estate woes, and more.
The Capital Note: A Blue Wave & the Bond Market
On the menu today: the economics of a blue wave and a reevaluation of the sunk cost fallacy.
The Capital Note: Third Quarter GDP – Half Empty or Half Full?
On the menu today: Third quarter good and bad, Apple’s challenge to Google, cannabis drinks mystery, the return of macaroni cheese, and more.
The Capital Note: Blue Waving (or Drowning?)
On the menu today: Stocks, ultra-low rates and rising risks, fleeing to Uruguay, vaccine-vulnerable stocks, the value of “green jobs,” ghosts and more.
The Capital Note: Wall Street Wants a Blue Wave
On the menu today: Wall Street’s election hopes, Treasuries hold up in volatile market, and a look at the financial impact of the Foreign Corrupt Practices Act.
The Capital Note: Google Under Attack, the Fed Frets about Risk
On the menu today: The war on Google, the Fed worries about what ultra-low interest rates might mean, the Biden liquidation, automation, a unicorn stumbles, and a case study in ...
The Capital Note: What to Expect from China’s 19th Party Congress
On the menu today: China’s 19th Party Congress, vaccine diplomacy, insider trading from home, and a look at the Microsoft antitrust case.
The Capital Note: Going After Google
On the menu today: The war on Google, clouds over commercial real estate, clouds in space, food hoarding — and money as a memory device.