Economics
By Nick LichtenbergFebruary 28, 2026
EconomyBefore AI gains materialize, governments will have to deal with a ‘policy tradeoff,’ Moody’s says: How to handle the massive spending and debt risk
By Tristan BoveFebruary 27, 2026
EconomyCitadel Securities demolishes viral AI doomsday essay, arguing the real ‘Global Intelligence Crisis’ is ignorance of macro fundamentals
By Nick LichtenbergFebruary 26, 2026
EconomyAmerica’s $901 billion trade deficit is like ‘chronically high cholesterol,’ top economist says, and Trump’s 150-day tariffs are the wrong medicine
By Tristan BoveFebruary 25, 2026
EconomyPeople are getting fake news on their phones and that’s increasing the risk of a market crash
By Nick LichtenbergFebruary 24, 2026
BankingWith his tariff plan in tatters, Trump vows ‘to do absolutely terrible things to foreign countries … in a much more powerful and obnoxious way’
By Jim EdwardsFebruary 24, 2026
AIWithout AI spending, U.S. corporate investment in equipment would be negative, a decline that’s ‘worryingly broad-based,’ Pantheon analyst says
By Jim EdwardsFebruary 23, 2026
InvestingIn the $3 trillion private credit market, the ‘shadow default’ rate is increasing as more money chases lower-quality deals
By Jim EdwardsFebruary 22, 2026
EconomyThe ‘alternative scenario’ of an even bigger national debt disaster is in play after the Supreme Court ruled Trump’s tariffs illegal
By Tristan BoveFebruary 20, 2026
EconomyAmerica faces a ‘debt crisis’ a lot like the 1980s when a ‘private pact’ brokered by Ronald Reagan did the trick
By Tristan BoveFebruary 19, 2026
EconomyFed confirms it obeyed U.S. Treasury request for an unusual ‘rate check,’ weakening the dollar against foreign currencies
By Jim EdwardsFebruary 19, 2026
By Jim EdwardsFebruary 16, 2026
AIMatt Shumer’s viral blog about AI’s looming impact on knowledge workers is based on flawed assumptions
By Jeremy KahnFebruary 12, 2026
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