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Feb 24, 2026

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‘Resilient’ Still Best Describes The US Economy

The US economy has performed remarkably well this decade to date despite multiple unusual challenges that would have felled a less resilient economy. Widespread recession expectations failed to pan out repeatedly. The pattern continues, with today’s recession alarmists likewise bound to be wrong for reasons that Dr Ed explains. … Also: A look under the hood of recent GDP data. Capital spending has been robust, with more than 50% of the capital spending in nominal GDP reflecting booming investments in technology. Consumer spending is strong despite flattening disposable income, reflecting spending that’s not reliant on income—i.e., by well-heeled retired Baby Boomers.

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Feb 23, 2026

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The Impacts Of Tariff Liberation Day II On Asia & Canada

Asian economies that would have been hard-pressed to thrive under President Trump’s tariffs can celebrate the Supreme Court’s ruling that they’re unconstitutional. While that’s a net positive for these and other affected nations, William explains, tariff-related uncertainties remain. Sector-specific tariffs, versus country-specific ones, are permissible under the ruling, and Team Trump has a Plan B. … Also: Canada’s Prime Minister Mark Carney faces difficult challenges given Trump’s desire to renegotiate the trade agreement that shields Canada from US tariffs and Trump’s “Donroe Doctrine” ambitions to assert US primacy in the Western Hemisphere.

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Feb 19, 2026

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On Mag-7, Microsoft & Dancing Robots

They may be magnificent, but they’re not invincible. The Mag-7 has been beaten down into correction territory, but the group still wields outsized influence over stock-market performance by virtue of its still huge market-cap share. Jackie examines the valuation carnage and whether it seems warranted relative to earnings prospects. … Also: A look at embattled Microsoft as it fends off competitive attacks from multiple directions. … And: China’s humanoid robots strutted their stuff on a televised celebration of the Chinese New Year. Their awesome performances suggest robotics competitors have their work cut out for them.

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