Below you will find the articles on economics, investing, and finance that we found most interesting for the week.
NB: ($) denotes subscription site.
Forest fires in Canada drive a lumber shortage for U.S. home builders. Globalization (even if it is on the retreat a little) still has consequences.
Disney’s next movie may be watching you. It seems a little creepy.
“There they go again… again.” Howard Mark’s memo talks about how capital markets are accepting undue risk for inadequate returns.
America’s locks- another example of decrepit infrastructure that needs investment.
China wants to challenge U.S. semiconductor hegemony. Is this a surprise? This was always the plan. Employ the people by taking the low paying electronics assembly jobs early on and then move up market once the whole supply chain is in China.