Sunday, March 29, 2026

Financial Engineering versus Stakeholder Capitalism

Kraft Heinz and the cost of narrow capitalism by Paul Polman
https://fortune.com/2026/03/14/kraft-heinz-narrow-capitalism-warren-buffett-megamerger-gone-wrong/
The deeper story that must be addressed though, is of a company run for a handful of owners at the expense of the millions of customers, employees, suppliers, and communities who made its success possible. This is a case study in the failure of shareholder primacy. When you strip out investment and trust in return for a quick payday, you lose the very engine of growth and resilience that capitalism depends upon. A little pruning can stimulate growth. But hack at the roots and collapse is inevitable.  

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Backlash Against Tech in the Classroom

Chromebook Remorse: Tech Backlash at Schools Extends Beyond Phones
https://www.nytimes.com/2026/03/29/technology/chromebook-remorse-kansas-school-laptops.html
No more YouTube or video games on school laptops. Textbooks and pencils are back. Some seventh graders say they prefer learning offline. 

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Stocks, Bonds, and Private Credit

Battered by Stock Losses, Investors Find Little Relief in Bonds
https://www.wsj.com/finance/investing/battered-by-stock-losses-investors-find-little-relief-in-bonds-af3f8a14
Inflation fears and forced selling have led to a sharp increase in Treasury yields.
 
Three Reasons the Stock Market Can Endure the War
https://www.wsj.com/finance/stocks/three-reasons-the-stock-market-can-endure-the-war-23c5f966
So far the fall in share prices has been small given the scale of disruption. Here are some of the supports keeping them aloft.
 
Is Another Financial Crisis Lurking in Private Credit?
https://www.wsj.com/economy/is-another-financial-crisis-lurking-in-private-credit-cad379b1
The asset class is fast-growing, opaque and intertwined with banks but lacks the scale and leverage that cashiered the economy in 2007. 

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Saturday, March 28, 2026

Risk of a Global Food Crisis

The longer Trump’s war drags on, the worse the coming global food crisis
https://www.telegraph.co.uk/business/2026/03/27/longer-trump-war-drags-on-worse-coming-global-food-crisis/ 

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End of Market Complacency?

Market Dive Points to Wall Street’s Alarm Over War
https://www.wsj.com/finance/commodities-futures/market-dive-points-to-wall-streets-growing-alarm-over-iran-war-f16d7f98
The recent selloff pulled the S&P 500 down for a fifth straight week and dragged the Nasdaq and Dow industrials into correction territory.
 
Stocks Slide to 5th Weekly Loss as Investors Lose Patience with Iran War
https://www.nytimes.com/2026/03/27/business/iran-war-stock-market-investors.html
 
The Oil Shocks of the ’70s Changed the World. Will the War in Iran Do the Same?
https://www.nytimes.com/2026/03/28/business/oil-shocks-1970s-iran-war.html 

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Friday, March 27, 2026

Chokepoints and Geopolitics

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Questioning Fed's Credibility

Can the Federal Reserve Please Shut Up?
https://www.wsj.com/opinion/can-the-federal-reserve-please-shut-up-4ac43808
The central bank’s faulty economic predictions hurt markets and the Fed’s own institutional credibility.
 
Resurgent Inflation Tests Faith in Fed’s Willingness to Tame It
https://www.nytimes.com/2026/03/27/business/inflation-federal-reserve-iran-war.html
The war in the Middle East risks worsening an inflation problem that the Federal Reserve has struggled for years to subdue. 

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