AI lifts stocks; analysts warn
6m
Global stock markets soared on an AI-driven rally in 2025, but analysts warned the tech-fueled surge risked becoming a bubble as valuations climbed.
by Justin Wolfers Reposted by Timothy D. McBride, Patrick Dunleavy, Joe R. Feagin
Context you rarely hear: global stocks are up about 30% over the past year. U.S. stocks? Around 18%. That means American investors underperformed the world by about 12 percentage points, even while headlines called it a “fantastic year.”
December 27, 2025 at 12:52 PM
Context you rarely hear: global stocks are up about 30% over the past year. U.S. stocks? Around 18%. That means American investors underperformed the world by about 12 percentage points, even while headlines called it a “fantastic year.”
1/7
There's a lot of recent talk about a strengthening of the RMB in 2026, and while I expect that there will be some strengthening, its impact will mostly be to reverse part of the real RMB weakening of recent years.
www.wsj.com/finance/curr...
There's a lot of recent talk about a strengthening of the RMB in 2026, and while I expect that there will be some strengthening, its impact will mostly be to reverse part of the real RMB weakening of recent years.
www.wsj.com/finance/curr...
Trump Wants a Weaker Dollar. Some Chinese Say He Has a Point.
A significant weakening of the dollar versus China’s currency didn’t happen in 2025, but some forecasters say it’s a wild card to watch in the new year.
www.wsj.com
December 28, 2025 at 6:10 AM
1/7
There's a lot of recent talk about a strengthening of the RMB in 2026, and while I expect that there will be some strengthening, its impact will mostly be to reverse part of the real RMB weakening of recent years.
www.wsj.com/finance/curr...
There's a lot of recent talk about a strengthening of the RMB in 2026, and while I expect that there will be some strengthening, its impact will mostly be to reverse part of the real RMB weakening of recent years.
www.wsj.com/finance/curr...
by Brendan Nyhan Reposted by David Darmofal, David R. Miller
Things I remain shocked by:
-People in industries like journalism and education that are going to be turned upside down by AI who barely use or understand it
-People in those industries (often the same ones) who still feel comfortable making sweeping claims about AI's capabilities and limitations
-People in industries like journalism and education that are going to be turned upside down by AI who barely use or understand it
-People in those industries (often the same ones) who still feel comfortable making sweeping claims about AI's capabilities and limitations
December 28, 2025 at 1:31 AM
Things I remain shocked by:
-People in industries like journalism and education that are going to be turned upside down by AI who barely use or understand it
-People in those industries (often the same ones) who still feel comfortable making sweeping claims about AI's capabilities and limitations
-People in industries like journalism and education that are going to be turned upside down by AI who barely use or understand it
-People in those industries (often the same ones) who still feel comfortable making sweeping claims about AI's capabilities and limitations
5/5
Which will it be? Beijing says it is determined to rebalance the economy, but as long as it sets excessively high GDP growth targets, it cannot allow excess investment in infrastructure and manufacturing to decline. We'll see which path they choose in 2026.
Which will it be? Beijing says it is determined to rebalance the economy, but as long as it sets excessively high GDP growth targets, it cannot allow excess investment in infrastructure and manufacturing to decline. We'll see which path they choose in 2026.
December 28, 2025 at 8:30 AM
5/5
Which will it be? Beijing says it is determined to rebalance the economy, but as long as it sets excessively high GDP growth targets, it cannot allow excess investment in infrastructure and manufacturing to decline. We'll see which path they choose in 2026.
Which will it be? Beijing says it is determined to rebalance the economy, but as long as it sets excessively high GDP growth targets, it cannot allow excess investment in infrastructure and manufacturing to decline. We'll see which path they choose in 2026.
by Andrew Scott
If only everyone had predicted this including me.
Here's something I wrote at the time
bylinetimes.com/2021/05/19/t...
Here's something I wrote at the time
bylinetimes.com/2021/05/19/t...
December 27, 2025 at 9:47 AM
If only everyone had predicted this including me.
Here's something I wrote at the time
bylinetimes.com/2021/05/19/t...
Here's something I wrote at the time
bylinetimes.com/2021/05/19/t...
Reposted by David R. Miller, Brendan Nyhan, Robert C. Richards
The Trump administration is rolling out the red carpet for once-besieged prediction apps like Polymarket and Kalshi, with millions pouring into bets on the midterms. The companies wave away concerns about foreign influence and partisan meddling www.npr.org/2025/12/23/n...
Election betting on prediction markets apps is set to boom ahead of midterms
Online prediction markets, like Polymarket and Kalshi, were under intense scrutiny in the Biden administration. But Trump officials are embracing the controversial apps, raising new fears about electi...
www.npr.org
December 27, 2025 at 8:48 PM
The Trump administration is rolling out the red carpet for once-besieged prediction apps like Polymarket and Kalshi, with millions pouring into bets on the midterms. The companies wave away concerns about foreign influence and partisan meddling www.npr.org/2025/12/23/n...
Reposted by David Darmofal
“Corporate bankruptcies surged in 2025 …At least 717 companies …the highest tally since 2010…
“…the rise in filings is most apparent among industrials …The sector has been hit hard by President Donald Trump’s ever-fluid tariff policies”
www.washingtonpost.com/business/202...
“…the rise in filings is most apparent among industrials …The sector has been hit hard by President Donald Trump’s ever-fluid tariff policies”
www.washingtonpost.com/business/202...
Bankruptcies soar as companies grapple with inflation, tariffs
Businesses in vulnerable sectors found themselves caught between rising tariffs and beleaguered consumers.
www.washingtonpost.com
December 27, 2025 at 1:49 PM
“Corporate bankruptcies surged in 2025 …At least 717 companies …the highest tally since 2010…
“…the rise in filings is most apparent among industrials …The sector has been hit hard by President Donald Trump’s ever-fluid tariff policies”
www.washingtonpost.com/business/202...
“…the rise in filings is most apparent among industrials …The sector has been hit hard by President Donald Trump’s ever-fluid tariff policies”
www.washingtonpost.com/business/202...
Good overview of 2025, with optimistic view of 2026, but important question at the end: IF Dems win back the House, how will they control an all-out Trump?
Dragged down by an unpopular president, Republicans are bracing for a midterm trouncing
As Americans tire of Donald Trump, a Democratic midterm ‘tsunami’ could sweep the GOP out of power
www.theguardian.com
December 27, 2025 at 2:02 PM
Good overview of 2025, with optimistic view of 2026, but important question at the end: IF Dems win back the House, how will they control an all-out Trump?
Reposted by Steve Peers
Corporate bankruptcies surged in 2025, rivaling levels not seen since the immediate aftermath of the Great Recession, as import-dependent businesses absorbed the highest tariffs in decades.
Bankruptcies soar as companies grapple with inflation, tariffs
Businesses in vulnerable sectors found themselves caught between rising tariffs and beleaguered consumers.
www.washingtonpost.com
December 27, 2025 at 7:00 PM
Corporate bankruptcies surged in 2025, rivaling levels not seen since the immediate aftermath of the Great Recession, as import-dependent businesses absorbed the highest tariffs in decades.
Reposted by Scott A. Imberman
Online prediction markets, like Polymarket and Kalshi, were under intense scrutiny in the Biden administration. But Trump officials are embracing the controversial apps, raising new fears about election interference ahead of the midterms. n.pr/4sfSvX5
Election betting on prediction markets apps is set to boom ahead of midterms
Online prediction markets, like Polymarket and Kalshi, were under intense scrutiny in the Biden administration. But Trump officials are embracing the controversial apps, raising new fears about election interference ahead of the midterms.
n.pr
December 27, 2025 at 10:06 AM
Online prediction markets, like Polymarket and Kalshi, were under intense scrutiny in the Biden administration. But Trump officials are embracing the controversial apps, raising new fears about election interference ahead of the midterms. n.pr/4sfSvX5
2025 coming to an end, attempted to make a little recap.
December 27, 2025 at 9:01 AM
2025 coming to an end, attempted to make a little recap.
by Kate Jackson
the growth in consumer financial products is belied by all the ads we see everywhere.
The increasing supply comes from same kind of securitization that drove the housing crisis. The demand - rising costs of living + stagnant wages
And now tariffs and AI will ensure increasing delinquencies
The increasing supply comes from same kind of securitization that drove the housing crisis. The demand - rising costs of living + stagnant wages
And now tariffs and AI will ensure increasing delinquencies
www.fitchratings.com
December 27, 2025 at 7:59 AM
the growth in consumer financial products is belied by all the ads we see everywhere.
The increasing supply comes from same kind of securitization that drove the housing crisis. The demand - rising costs of living + stagnant wages
And now tariffs and AI will ensure increasing delinquencies
The increasing supply comes from same kind of securitization that drove the housing crisis. The demand - rising costs of living + stagnant wages
And now tariffs and AI will ensure increasing delinquencies