Friday, October 3, 2025

The Haves and the Have Nots

In a Sea of Tech Talent, Companies Can’t Find the Workers They Want
https://www.wsj.com/lifestyle/careers/in-a-sea-of-tech-talent-companies-cant-find-the-workers-they-want-76b7983a
A divide has opened in the tech job market between those with artificial-intelligence skills and everyone else. 

Superpowered ETFs

The Hidden Cost of Playing the Stock Market’s Slot Machine
https://www.wsj.com/finance/investing/the-hidden-cost-of-playing-the-stock-markets-slot-machine-0512d452
Superpowered ETFs make money fast, but cost more than you know. 

Latin America’s Economic Struggles

Latin America’s Structural Crisis
https://www.project-syndicate.org/commentary/roots-of-latin-america-economic-malaise-by-jose-antonio-ocampo-2025-10
Decades of sluggish growth, premature deindustrialization, and insufficient investment have left Latin American countries dependent on commodity exports and vulnerable to external shocks. To avoid another lost decade, governments must adopt bold industrial policies, deepen regional integration, and focus on job creation. 

Timing the Market Top is Not Easy

Tom Stevenson (Investment Director at Fidelity International):

Chinese shares will reap rich rewards from the end of US exceptionalism
https://www.telegraph.co.uk/business/2025/10/02/chinese-shares-rich-rewards-end-of-us-exceptionalism/
Self-sabotaging policy, sky high debts and tarnished institutions drive investors from Wall Street.
 
History shows investors that it pays to diversify
https://www.telegraph.co.uk/business/2025/09/25/history-shows-investors-that-it-pays-to-diversify/
For a smoother ride and better returns, don’t just grit your teeth and stick with it.
 
A stock market crash may be just around the corner
https://www.telegraph.co.uk/business/2025/09/18/a-stock-market-crash-may-be-just-around-the-corner/
We are in the early days of the final, frothy stage of a bull market. 

Reducing Dollar's Role in Asia

How Asia Can Reduce Its Dollar Dependence
https://www.project-syndicate.org/commentary/asian-policymakers-must-focus-on-managing-vulnerabilities-not-displacing-dollar-by-yasuto-watanabe-and-hiro-ito-2025-09
Despite heightened geopolitical tensions and escalating trade wars, the US dollar’s global dominance is unlikely to fade in the near term. This leaves Asian economies vulnerable to dollar shocks, underscoring the need for deeper regional cooperation and stronger financial safety nets. 

Gradual Population Decline - Good for the World

The Case for Gradual Population Decline by Adair Turner
https://www.project-syndicate.org/onpoint/economic-and-social-benefits-of-declining-fertility-rates-by-adair-turner-2025-10
Contrary to conventional wisdom, rapid population growth rarely delivers demographic dividends, while low fertility rates do not necessarily lead to stagnation. In fact, persistently high fertility often exacerbates underemployment, limits investment in education and infrastructure, and entrenches poverty across generations.  

Electricity Crisis Ahead?

America’s looming electricity crisis is Trump’s Achilles’ heel
https://www.telegraph.co.uk/business/2025/10/03/america-looming-electricity-crisis-is-trumps-achilles-heel/
Culture war banter and point-scoring have left Maga facing a self-inflicted energy shortage.