Freedom to travel, by Scott Sumner

I’m always a bit skeptical when I hear talk about a recent trend toward “deregulation”. There is no doubt that regulations in a few areas have been relaxed, particularly environmental rules (such as burning coal).…

2:00PM Water Cooler 6/17/2019

By Lambert Strether of Corrente. Trade “From window curtains to fireworks, American importers are struggling to find alternative suppliers for the goods they bring in from China. An analysis of federal import data shows China…

Transcript: Jonathan Stein

    The transcript from this week’s MIB: Jonathan Stein, founder and CEO of Betterment, is below. You can stream/download the full conversation, including the podcast extras on Apple iTunes, Bloomberg, Overcast, and Stitcher. All of our earlier podcasts…

Take a Walk on the Wild Side: Two…

By Jerri-Lynn Scofield, who has worked as a securities lawyer and a derivatives trader. She is currently writing a book about textile artisans. After deadlines and poor weather have kept me cooped up indoors for…

Emerging Markets: Returns, Valuations, Growth

My friend Meb Faber of Cambria Investments referenced these charts via Amundi in his research email list. (You can sign up here) Several charts caught my eye — emerging markets remain attractively valued and priced;…