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September 2024

Vol. 4, No. 20 β€” Gains are wonky
A few stocks drive the majority of returns; Britain's Labour Party are acting like Tories in disguise; The Fed's rate cut won't do much to the economy…
Tories in disguise
The Labour Party promised to end Tory sleaze and austerity. But they’ve doubled down on both. And it’s a big mistake.
Smooth sailing
The Fed’s rate cut won’t have much of an impact on the economy. Here’s why.
Gains are wonky
Simple statistics, nothing else, makes it hard to beat the market.
Vol. 4, No. 19 β€” Read my lips
The lipstick effect is not a real thing; How America Inc defeated the Fed; Rent control hammered Argentine landlords and tenants; An Eastern-European…
In a fix
Here’s what we can learn from Argentina’s disastrous rent controls.
How America Inc defeated the Fed
The Federal Reserve’s interest rate sword looks dull. Here’s how corporate America insulated itself against higher rates.
Read my lips
Does the lipstick effect exist? And what does it tell us about where the economy is headed?

August 2024

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