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Innovation Will Outlast Inflation
December 7, 2021 News, Real Talk, U.S. Economy
(4-minute read) As we head into the rest of the holidays, many people are worried about inflation and empty shelves for good reason. But here’s why we’re still optimistic for what’s ahead… Trigger Warning: Bernie’s Socialism for the Rich
November 19, 2021 Big Picture. Big Profits., News, U.S. Economy
Considerations of subsidy, cost and tax dominate public debate around U.S. social spending. People like Bernie Sanders and AOC want the government to pay more of the excessive costs of life in the United States, which are far higher than our peers. But that doesn’t address why these things are so expensive in the first place — and why they will get even more expensive if the government starts to subsidize them. Building on my longstanding interest in market structure and public policy, in today’s video — sure to be controversial! — I explain why the most progressive approach to solving America’s problems is in some ways the most conservative one. Kohl’s Cashed, Macy’s On Parade & Nvidia Chips In
November 18, 2021 Great Stuff
Kohl’s Cash Me Outside From Target targeting inflation-shy shoppers to the DIY duopoly dueling for contractors’ cash, retail hasn’t had such a rip-roaring romp of a week since … well, you tell me. But little did we know all those reports were mere prep work for today’s strip mall slam. The top card on this […] Disney Ducks Earnings; Beyond Meat’s Misery; Affirm’s Amazonian Appeal
November 11, 2021 Great Stuff
The Mouse’s House Of Pain Wall Street’s earnings reactions have left me dazed and confused for so long it’s not true. I wanted a market — never bargained for you. There’s lots of people talkin’ but few of them know … what the heck happened with Disney to warrant an 8% blow? Great Stuff Picks […] What’s The Dill With Peloton, Plug Powerful & EV RVs Go Brrrr
November 5, 2021 Great Stuff
Friday Feedback: The “I Don’t Want A Pickle” Edition Welcome to Friday Feedback, Great Ones! For the second week in a row, we’re going to wait a bit before diving into the Great Stuff mailbag. I just can’t, in good conscience, not talk about what happened to Peloton Interactive (Nasdaq: ) today. Man … what […]