Not Built to Last
Watch the fund-flow data, says Eric Balchunas, and you'll have second thoughts about that post-election run in the stock market.
Follow the Money
The life and death of great American shopping malls: Conor Sen maps the areas losing their retail giants. The stakes are not just Auntie Anne's pretzels.
A populist approach to government isn't always bad. But, warns Tyler Cowen, it's always a bad way to run the most complex parts of government, like the Fed.
Drug-Cost Proposal Is DOA
The effect of letting Medicare negotiate on drug prices would be roughly ... $0. Megan McArdle explains, in case anyone was tempted by President-elect Donald Trump's call for cost cutting.
- Davos Wonders If It’s Part of the Problem (Bloomberg)
- Great to See You, Active Management -- Are You Still Alive? (Wealth of Common Sense)
- What the Fed’s Move May Mean (Fidelity)
(Read Barry Ritholtz’s full news roundup.)
- The true meaning of Christmas (for retailers)
- Bonds' bull market is ending ... sometime
- A nosedive for the drone industry
(Read more from BV’s sister site for fast business commentary.)
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