Monday, March 30, 2026

Hastening China's Rise

The Iran war will cement China’s superpower status
https://www.ft.com/content/47edd17c-366f-42e4-b0cf-c20e065210d2
Beijing’s industrial prowess positions it for economic and diplomatic gains. 

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Workplace Blues

How Working in America Became So Joyless
https://www.wsj.com/business/how-working-in-america-became-so-joyless-a1976fd2
The loss of small perks and rise of AI have conspired to strip work of all joy, making the office “feel like a funeral.” 

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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. 

Private-Credit Wobbles Could Prove Perilous for Trump
https://www.nytimes.com/2026/03/30/business/private-credit-risks-trump-administration.html
The Trump administration is poised to broaden access to risky investments that are showing signs of strain.

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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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