Cost of Home Ownership - Shifting Patterns

The Tables Have Turned: Florida, Texas Biggest Losers in Housing as Ohio Shines
https://www.fa-mag.com/news/the-tables-have-turned--florida--texas-biggest-losers-in-housing-as-ohio-shines-86718.html
 
Home Insurance Costs Hit America's Heartland the Hardest
https://www.fa-mag.com/news/home-insurance-costs-hit-america-s-heartland-the-hardest-86711.html 

Related:

Florida’s Population Boom Fizzles as High Costs Drive Away Middle Class
https://www.wsj.com/economy/floridas-population-boom-fizzles-as-high-costs-drive-away-middle-class-fbc6a345
Orlando and other Florida cities are either losing domestic migrants or gaining them more slowly, threatening the state’s economic model. 

Dynamic Pricing and the World Cup

Is Dynamic Pricing Ruining the World Cup? 
https://www.newyorker.com/news/the-financial-page/is-dynamic-pricing-ruining-the-world-cup
Soccer fans and host-city politicians are up in arms about the prices that FIFA is charging for tickets under its new sales system.  

AI and Wall Street Jobs

Job Cuts Driven by A.I. Are Rising on Wall Street
https://www.nytimes.com/2026/04/21/business/ai-job-cuts-wall-street.html
“A.I. gives us places to go we haven’t gone,” said one bank’s chief executive. 

An Update on 'China Shock'

The Unlikely Recovery of America’s China-Shocked Towns
https://www.nytimes.com/2026/04/20/opinion/america-manufacturing-recovery-china.html

David Autor (MIT Economist) Interview:
https://gsas.harvard.edu/news/david-autor-china-shock-manufacturing-jobs-interview

What Really Drives China’s Massive Trade Surplus
https://www.project-syndicate.org/commentary/how-to-fix-china-massive-trade-surplus-by-shang-jin-wei-2026-04
China’s trade surplus is often blamed on its industrial policies. In reality, however, it reflects a persistent gap between savings and investment, driven by demographic pressures and financial constraints that shape household behavior and restrict private firms’ access to credit.

Related:
The ‘China Shock’ Offers a Lesson. It Isn’t the One Trump Has Learned.
https://www.nytimes.com/2025/04/11/business/economy/tariffs-trump-china-shock.html
Economists say the U.S. manufacturing decline in recent decades was not mainly about free trade, but about the pace of change without time to adjust.

How the U.S. Lost Its Place as the World’s Manufacturing Powerhouse
https://www.wsj.com/economy/us-manufacturing-decline-service-economy-ee97a1e2
Trump says his tariff plan will restore American manufacturing might, but economists are skeptical.  

Florida’s Population Boom Fizzles

Florida’s Population Boom Fizzles as High Costs Drive Away Middle Class
https://www.wsj.com/economy/floridas-population-boom-fizzles-as-high-costs-drive-away-middle-class-fbc6a345
Orlando and other Florida cities are either losing domestic migrants or gaining them more slowly, threatening the state’s economic model. 

Cybercrime Goes Global

How Cybercrime Became a Leading Industry in ‘Scambodia’
https://www.wsj.com/world/asia/cambodia-cybercrime-rise-why-2f2c03cc
Crime syndicates based in Cambodia corrupt officials, enslave workers and fleece victims worldwide. 

Mark Mobius - A Pioneering Investor in Emerging Markets

Mark Mobius, ‘Indiana Jones’ of emerging markets fund management
https://www.telegraph.co.uk/obituaries/2026/04/19/mark-mobius-emerging-markets-fund-management-asia-finance/
Sober institutions and sophisticated retail savers alike were attracted to the fashionable promise of faraway places. Mobius was a showman and a seductive salesman, but his disciplined approach was based in research from Templeton analysts around the world and he rarely bought a share before he had visited the company himself to quiz its managers and owners.
His advice to potential investors was: “Think like we think. Give us money when markets are bad [and] invest with a five-year time horizon.” More broadly, he took the view that “the world belongs to optimists; the pessimists are only spectators.” 

Mark Mobius, Pioneering Investor in Emerging Markets 
https://www.nytimes.com/2026/04/17/business/mark-mobius-dead.html
 
The legendary stock picker opened an emerging world to investors in the funds he helped manage, but not before he saw those countries with own eyes
https://www.wsj.com/finance/investing/emerging-market-pioneer-mark-mobius-dies-at-89-5ed4e945