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A quick note here with a few thoughts on technology IPO companies with economic moats I use Slack every day at work. It is an essential internal communications tool for my job. And, as such, I see it as a company with relatively high…

I wanted to switch things up a bit for today's post and focus in the news. What I am going to do is present you with news as presented by traditional media. And then I am going to give you 'my take' on the story. Hopefully, this will…

The big topics in today's newsletter are immigration in Europe, US jobs numbers, Tesla's expansion plans, monetization of WhatsApp, and US consumer confidence

Daily newsletter post with thughts on the latest GDP numbers, a US-EU trade deal and the earnings numbers coming from social media companies

Economic news yesterday was dominated by the Facebook revenue warning and an EU-US trade summit in Washington.

There are two ways to explain persistently high corporate profit margins. One interpretation is about inequity, and implicitly about corporatism masquerading as liberty. And the other is about network effects creating an age of winner take…

I have a lot of links on the Trump investigation. The key factor: while the Cohen warrant is Stormy Daniels related, it opens the whole Trump Organization to discovery.

Links on trade, Trump, the UK economy, ECB trightening and much more

Links on Apple, Amazon, the Postal Service, Puerto Rico and more.

Links on Facebook, trade, wages and more.