Pandemic Post-Mortem
On the menu today: post-mortem on the Treasury market meltdown, PPP problems, the end of the CARES Act, and the rise of carry.
Today's Conservative News
Daniel Tenreiro
Explaining the Bitcoin Surge
On the menu today: bitcoin surging, Senate rejects sound money, and schools close in New York City.
The Capital Note: COVID-19 Vaccine Developed at Historic Speed
On the menu today: how we got a vaccine, how it works, how it will be transported, and how our forebears distributed a smallpox vaccine.
China’s Big Tech Crackdown
On the menu today: a stalled IPO bodes poorly for China’s tech industry, Ackman’s Big Short 2.0, and a look at the history of innovation in China.
The Capital Note: Stocks Surge on Vaccine Announcement
On the menu today: What vaccine news means for markets, how to distribute, and how it could have come quicker.
The Capital Note: Stocks Record Biggest Post-Election Gain Ever
On the menu today: contested elections, now and then.
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: 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: Following the Money in Beijing
On the menu today: Parsing China’s economic data, oil industry consolidation, and a new paper sheds light on the vulnerability of the Chinese real-estate market.
The Capital Note: Yield Curve, Corporations & Climate
On the menu today: investors betting on a strong recovery, ESG everywhere, and Big Tech antitrust.
The Capital Note: SPACs & Stimulus
On the menu today: a SPAC ETF, Congress debates another round of stimulus, and Donald Kendall, R.I.P.
The Capital Note: Election Trades & Real Estate Troubles
On the menu today: Wall Street braces itself for November, trouble in commercial real estate, and a look at exponential-growth bias.
The Capital Note: Semiconductors, Social Distancing & Scientific Stagnation
On the menu today: semiconductors, social distancing & scientific stagnation.
The Capital Note: Commodities, Cars & Climate
On the menu today: the unraveling of LVMH’s Tiffany acquisition, the tech selloff, and the economics of the Olympics.
Capital Note: Stock-Market Selloff & the Fate of the Euro Zone
Big-tech stocks are selling off, Euro Zone retail sales, around the web, ESG investing, and more.
The Capital Note: Dollars & Lumber
On the menu today: dollar weakness, lumber strength, and a look at John Law’s Mississippi bubble.
The Capital Note: From Washington to Wall Street
On the menu today: election drama, Mick Mulvaney’s new venture, and another Japanese prime minister resigns.
The Capital Note: The Taxman Cometh
California Taxes, Corporatism in Japan, Adam Smith, and more.
The Capital Note: Currency Clash
Dollar dominance, euro strength, Japan’s Phillips curve, and more.
The Capital Note: COVID’s Casualties
A darker side to today’s encouraging jobs numbers, Ben Meng resigns as CalPERs CIO, and more.
The Capital Note: Argentine Debt & Pension Deficits
Argentine debt, pension deficits, a case study in human capital, and more.
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