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"Investing & Finance" Newsletter Archive

by David Sawyer

Mon, Mar 1 2021

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Is Inflation a Risk? Not Now, but Some See Danger Ahead
The Wall Street Journal – Greg Ip – Mar 1, 8:09 AM

Inflation is near a decade low and well below the 2% level the Federal Reserve targets as ideal. The usual conditions for rising inflation—tight job markets and public expectations of rising prices—are glaringly absent. Yet anxiety…

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The end of the party looms for markets high on stimulus
The Financial Times – Ruchir Sharma – Feb 28, 6:00 AM

The writer, Morgan Stanley Investment Management's chief global strategist, is author of ‘Ten Rules of Successful Nations' It was a jarring image. As deaths from the pandemic rose in 2020, financial markets high on government stimulus…

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Shortages Everywhere You Look
A Wealth of Common Sense – Ben Carlson – Mar 1

When the pandemic began and the gyms shutdown I scrambled to outfit my home gym like so many others. It's pretty tough to go running outside in the Michigan winters and I have 3 young kids at home so I liked the idea of a Peloton for cardio…

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Grow the Puzzle Around You
Sam Husseini

In 2005, I cofounded Y Combinator, the first 'accelerator.' Today there are hundreds of them all over the world, but in 2005 what we were doing was so unusual that most people in Silicon Valley regarded us as irrelevant. Y Combinator began the same…

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Fed's Brainard Urges Steps to Address Weaknesses in Short-Term Funding Markets
The Wall Street Journal – Andrew Ackerman – Mar 1, 6:11 AM

WASHINGTON—Regulators should continue to advance reforms to the financial system to address vulnerabilities revealed by the coronavirus-induced market turmoil a year ago, Federal Reserve Gov. Lael Brainard said Monday. Fragilities remain in…

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