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


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


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”


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


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


July 22, 2019

The race to build an “operating system” for cars is heating up...