Reading Recommendations for Tuesday Morning, the 10th:
The extensive Alpha Winter has passed, and hedge funds have returned to a dominant position. When it comes to 24-hour trading, the advice is to simply log out. Fresh regulations regarding 401(k) Catch-Up contributions are arriving in 2026. Introducing an enhanced CAPE ratio. It is a fact that you are covering the cost of Trump's tariffs, and the price tag is continuing to climb.
We are looking at a remarkable forecast regarding the slowdown in employment growth, as highlighted by Philippa Dunne.
According to data from the BLS, the overall increase for the next decade is projected to be 5.3 million, or 3.1%. This rate is significantly lower than the 13% growth observed in the decade ending in 2014. In their specific breakdown, BLS statisticians predict that wage & salary roles will expand by 3.1%, while positions for the self-employed are expected to grow by 2.2%.
- 5 Reasons Gold Is Surging To ~$5,000 Oz - Economic Legacy of DOGE - Real AI Talent War: Plumbers & Electricians - Gen X + Millennials Will Inherit Trillions in Real Estate - Fracking Goes Global - Real Donald Trump Is a Character on TV
* 5 Reasons Gold Is Surging Toward $5,000 an Ounce * The Economic Legacy of DOGE * The Real AI Talent War: Plumbers & Electricians * Gen X and Millennials Will Inherit Trillions in Real Estate * Fracking Goes Global * The Real Donald Trump Is a Character on TV
* Donald Trump vs. the World * They quit their day jobs to bet on prediction markets * Can America build beautiful places again? * Chinese EVs Blow Past Tesla and Tariffs En Route to Global Reign * What Happened to Pam Bondi?
Instead of getting caught up in the debate between the US Treasury Secretary and the CEO of Deutsche Bank, let’s focus on the data. The US Dollar underperformed against other currencies in 2025. In fact, it was the worst year for the USD since 2017.
* 96% of US tariffs have been paid by US buyers * A16Z Makes a $3 Billion Bet on AI * The Reemergence of International Investing * Zero-Sum Economics Keeps Failing * Rich People Are Leaving California * Even More Very Good Music Facts