With the healthcare bill on the sidelines, I can’t voice my displeasure with it this week. That’s OK, because the cartoon below is equally entertaining. I’ve argued more times than I can […]
The mean reversion scores for ETFs are updated now. Check them out under Databases.
Are we in a new inflation regime? More inflation here. But this is an interesting topic that seems to have no answer at the moment. My take is such that we should […]
Risk, return, and skill in the portfolios of the wealthy This is an interesting piece on portfolio returns of the wealthy. Intuitively, and according to data, we see that during periods of […]
Evidence on the Value of Medicaid Medicaid has been a central issue of healthcare for quite some time and even more so recently. A big reason for this is that Medicaid spending […]
Rough policy notes on Veneto Banca and Banca Popolare di Vicenza (V&V) This is a very detailed read on the situation with Banco Popular being declared “failing or likely to fail.” The […]
Oh! What a Lovely Trade War This is a nice read on the issues with trade and tariffs. It should be intuitive that tariffs benefit the first order company involved, but those […]