Economic Analysis
Digging a Hole to China
Thoughts from the Frontline
August 23, 2019
Good news: The trade war is over. No, it’s getting worse. Or maybe it is ending but it could start again tomorrow.
Dark days are closing in on Apple
Editorial
August 19, 2019
Apple is what I call a “BIG IDEA” disruptor...What I Learned at Camp Kotok
Thoughts from the Frontline
August 16, 2019
I am back from my 14th annual Maine fishing camp and the mood was decidedly different this year. The private event at Leen’s Lodge is generally called Camp Kotok in honor of David Kotok of Cumberland Advisors who started these outings many years ago. CNBC and others began calling it the “Shadow Fed” but it is really just a meeting of wickedly smart people focused on economics and markets. (I am allowed to attend for comic relief.) Throw in a little fishing, more fabulous food and wine than...
The disruption turning teenagers into millionaires
Editorial
August 12, 2019
For golfers it doesn’t get much bigger than The Masters.Larry Kotlikoff on The Big Con
Thoughts from the Frontline
August 9, 2019
I have a special treat for you. I’m at Camp Kotok, the annual economics/fishing retreat in Maine. Knowing internet connectivity would be scarce here, I asked good friend Larry Kotlikoff to be your guest writer this week.
Exposing a stock market “hall of famer”
Editorial
August 5, 2019
As you may have heard, the online video company made a troubling announcement...An Opportunity in the Chaos
Thoughts from the Frontline
August 2, 2019
One reason the economy is so fascinating is the way things just… happen. Growth blossoms if everyone just follows their own incentives and nothing gets in the way. The courage, vision and passion of entrepreneurs and those who risk their money backing them is one of the most inspiring aspects of modern civilization. Adam Smith’s Invisible Hand of now tens of millions of businesses, small and large and giant, working to produce and deliver inventions, technologies and cures that help us all....
This “weird” company sells love for $2.99
Editorial
July 29, 2019
How much would you pay to find true love?Money of the Future
Thoughts from the Frontline
July 26, 2019
As I work on my book about the future, I think a lot about the ways possible events will affect our money. But I’m also thinking about something else: What kind of money will we use?
The $125 billion stock market secret
Editorial
July 22, 2019
The race to build an “operating system” for cars is heating up...
