World View Edition

World View Edition

If you want to understand why things are as they are, listen to the Freakonomics episode with CNN’s Fareed Zakaria. This post is a recap of his illuming narrative about the new world order.

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Sticky Inflation Edition

Sticky Inflation Edition

Let’s face it, economists are often wrong. But why has their calculus about inflation been so fundamentally flawed? Why is the current form of inflation so persistent?

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Growth Edition

Growth Edition

What is the ideal rate of growth? It’s the answer to any question in business—it all depends. While “grow or die” has become a mantra, the pace of growth differs by industry, sector, and company.

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Real Estate Edition

Real Estate Edition

The U.S. real estate market remains in flux. A dearth of supply has created imbalances, where higher interest rates have failed to arrest residential real estate prices.

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Money Edition

Money Edition

We don’t dispense investment advice, so this commentary is more about the state of play in the economy. Investors find themselves in a pickle, given the widespread belief that there are few viable asset classes.

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