The Squeeze

October 29, 2024
Why populism increases interest rates
The Squeeze: The more governments pander through tax cuts and increased spending, the higher yields will go
October 22, 2024
Beware of neurotic companies
The Squeeze: Lots of debt reduces a company's ability to respond to unexpected situations
October 15, 2024
Baby Boomers are about to start selling assets
The Squeeze: The majority of wealth in the US is owned by retirees
October 08, 2024
A new strike shows AI's true social problem
The Squeeze: Automation doesn't just take away people's work, it takes away their meaning
October 01, 2024
The benefits of letting consumers decide what's best
The Squeeze: Both Meta and Raspberry Pi are successfully pursuing open-source business models by accepting their limitations
September 24, 2024
Warren Buffett's bet against US kidney health
The Squeeze: Almost all US spending on dialysis treatment ends up in the hands of two companies
September 17, 2024
A slowdown will be worse for investors than inflation
The Squeeze: Inflation has been good for earnings, but the risk of a recession is approaching
September 10, 2024
Why Aristotle would be upset with Oasis and Walmart
The Squeeze: Consumers complain about 'price gouging', but price signalling is needed to show where they should be investing
September 03, 2024
Why Europeans can't afford AI
The Squeeze: It costs a lot of money to add new AI users and Europeans might not be willing to spend so much
August 20, 2024
Why do we keep ignoring the 'subsidy trap'?
The Squeeze: Benefits of state intervention are short-lived, and rolling back always seems impossible

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