Latest posts
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Mativ Holdings, Inc. (MATV) Q2 2026 Earnings Call Transcript
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4 Oil and Gas ETF Plays as Prices Stay Sky-High
With oil and gas prices elevated amid the Iran conflict, investors can consider ETFs like UGA, USOY, OILU, and PXJ, each offering distinct risk levels and strategies for energy exposure.
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Sandisk Just Delivered a Blowout Quarter—Here’s Why the Stock Is Falling
Sandisk shares fell over 8% despite beating earnings estimates, as slightly soft revenue guidance overshadowed 60%-plus revenue growth and expanding margins from AI-driven data center demand.
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Thursday assorted links
1. “Next to rising oxygen levels and other contributing factors, the importance of feces in ancient ecosystems is often overlooked…” 2. New publication on AI and institutions. Good people involved. 3. Chicago boys in Chile. 4. What kind of machine can a book make? 5. Longevity firms push for medical deregulation in Montana (WSJ). 6.…
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Solve for the (Refine) equilibrium
We’re proud to announce that Refine has signed partnerships with two leading publishers in economics. Both the American Economic Association and the Econometric Society now use Refine’s AI-assisted technical verification as part of their publication processes. Here is the thread. And more comments here. The post Solve for the (Refine) equilibrium appeared first on Marginal…
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Sunday Night Futures
Weekend: • Schedule for Week of January 11, 2026 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 16 and DOW futures are down 104 (fair value). Oil prices were up over the last week with WTI futures at $59.37 per barrel and Brent at…
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This is the End and a New Beginning
I’ve been thinking about this for some time.After 21 years of writing this blog almost daily, I’ve decided to stop writing the daily updates on the blog.However, the economic data “IV” is still in my arm, and I’ll be writing a weekly economic summary at the end of each week (via a newsletter – see…
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10 Thursday AM Reads
My morning pre-fishing reads: • Your phone is the most intricate machine you’ve ever held. Let’s take it apart.Fingerprint Resistant Coating, Chemically hardened glass armour, An invisible grid that senses your fingers, and Millions of lights forming everything you see… (Everything Machine) • The Investing Heavyweights That Backed Situational Awareness Before It Blew Up: The Wall Street Journal’s……
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Returning to Camp Kotok
I am up in Maine discussing economics and markets; bandwidth is hard to come by, as is reception. In the meanwihle, enjoy this 2019 Businessweek piece about the event Talking Rates in the Maine Woods With Economists Over Good Wine Taking place right before the Jackson Hole Economic Symposium, the gathering……
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US Immigration Agency Asks Public To Report Fraud, Anti-Government Activities
US Immigration Agency Asks Public To Report Fraud, Anti-Government Activities Authored by Jack Phillips via The Epoch Times, The federal agency that processes green cards, U.S. citizenship requests, and work permits this week called on people to report potential cases of immigration fraud through a newly created portal. In an Aug. 4 post on X,…