Howy national conflicts, new concerns about security and supply chain risk, and technology are reshaping trade networks to be closer to home.
Recent Items
Thursday, September 18, 2025
How Largely Hidden Trends Are Shattering the Global Trade System
Topics: China, Economic fundamentals, Free markets and their discontents, Globalization, Guest Post, Pandemic, Politics, Risk and risk management
Posted by Yves Smith at 3:58 am | 51 Comments »
Is Donald Trump Likely to Resign?
Looking at some underrated Trump weaknesses.
Topics: Banana republic, Income disparity, Pandemic, Politics
Posted by Yves Smith at 3:02 am | 222 Comments »
2:00PM Water Cooler 7/3/2020
COVID-19 problem states ~ Obama on Biden ~ Turner on Biden Veepstakes ~ Biden as Nerva ~ Trump’s polling ~ Tucker Carlson trial balloon ~ Trillbillies’ Booker post mortem ~ Rail ~ Employment situation ~ Recover by 2027 ~ Hydroxychloroquine once more ~ Ghislaine Maxwell ~ Identity politics
Topics: Water Cooler
Posted by Lambert Strether at 2:00 pm | 136 Comments »
Links 7/3/2020
Topics: Links
Posted by Yves Smith at 6:55 am | 228 Comments »
“A Scandal’: Contracts Show Trump Giving Big Pharma Free Rein to Price Gouge Taxpayer-Funded Coronavirus Drugs
Drug price gouging is so widespread in the US that it seems unlikely that there will be enough outrage to limit coronavirus drug price gouging.
Topics: Banana republic, Free markets and their discontents, Guest Post, Health care, Pandemic, Politics, Ridiculously obvious scams, The destruction of the middle class
Posted by Yves Smith at 4:48 am | 22 Comments »
Education 101: Don’t Open a New Charter School in the Middle of a Pandemic
A hard look at charter school misleading ads, racial segregation, and dodgy economics.
Topics: Banana republic, Free markets and their discontents, Guest Post, Income disparity, Pandemic, Politics, Privatization, Ridiculously obvious scams, Social policy, The destruction of the middle class
Posted by Yves Smith at 4:26 am | 9 Comments »
2:00PM Water Cooler 7/2/2020
~ COVID cases and death rate ~ Biden cognition ~ Biden COVID plan ~ Project Lincoln pushes for war with Russia ~ Trump staff reshuffle ~ Employment situation, manufacturing ~ Robot trucks ~ FBI nabs Ghislaine Maxwell ~ Eviction rocket docket ~ Nathan Tankus ~ VIP parties ~ Bonnard art bot
Topics: Guest Post, Water Cooler
Posted by Lambert Strether at 2:00 pm | 164 Comments »
Some New Climate Models Are Projecting Extreme Warming. Are They Correct?
Why some of the more dire predictions of climate models may be an overshoot.
Topics: Doomsday scenarios, Environment, Global warming, Guest Post, Science and the scientific method
Posted by Yves Smith at 9:55 am | 42 Comments »
Links 7/2/2020
Topics: Guest Post, Links
Posted by Lambert Strether at 6:55 am | 203 Comments »
How Much More Cash Can Uber Burn?
Moar Uber wheel-spinning.
Topics: Dubious statistics, Guest Post, Ridiculously obvious scams, Uber
Posted by Yves Smith at 5:46 am | 17 Comments »
Lots of Brain-Dead Misreporting About the Case-Shiller Home Price Index this Morning
No, Case-Shiller is not yet a reflection of home prices during the Pandemic. Be patient.
Topics: Dubious statistics, Economic fundamentals, Guest Post, Investment outlook, Media watch, Real estate
Posted by Yves Smith at 4:30 am | 9 Comments »
New Complaint With California Watchdog Charges CalPERS Board Member Theresa Taylor With Perjury for Filing False Declarations That Hid Over $30,000 of Income; Follows Fines of Board President Jones for Campaign Violations
CalPERS vice president and Investment Committee chairman Theresa Taylor had engaged in an apparent clear cut perjury by failing to disclose income.
Topics: Banana republic, CalPERS, Legal, Politics
Posted by Yves Smith at 7:15 pm | 15 Comments »
2:00PM Water Cooler 7/1/2020
COVID-19 problem states ~ “Bar lives matter” ~ Biden and Barbara Lee ~ Biden and Bushies ~ Call for Sanders canvassers ~ James Fallows on Trump’s pandemic response ~ Booker concession ~ Kentucky balloting issues ~ Wirecard’s frozen accounts ~ Corvids ~ Divine ~ Droplet dispersal ~ RAF Luton
Topics: Water Cooler
Posted by Lambert Strether at 2:00 pm | 180 Comments »
The Good, the Bad, and the Ugly About the Fed’s New Credit Allocation Policy
Why using credit as an economic remedy evenutally does more harm than good.
Topics: Banana republic, Banking industry, Credit markets, Economic fundamentals, Federal Reserve, Guest Post, Moral hazard, Pandemic, Politics, Regulations and regulators, Ridiculously obvious scams, The dismal science
Posted by Yves Smith at 9:55 am | 6 Comments »
Links 7/1/2020
Topics: Links
Posted by Yves Smith at 6:55 am | 156 Comments »