Topic background: Business, Risk & Finance →

Some thoughts on our new Porterhouse momentum strategy. The post Investing in Momentum appeared first on A Wealth of Common Sense. ...

Topic background: Business, Risk & Finance →

High bond yields are hurting homebuyers. The post The Biggest Risk of Rising Bond Yields appeared first on A Wealth of Common Sense. ...

Topic background: Business, Risk & Finance →

Rather than adopt temporary policies that phase out and expire, policymakers should focus their efforts on long-term reforms to support investment.

Topic background: Business, Risk & Finance →

The EU Tax Omnibus proposal would create an EU-wide minimum standard for full expensing, but it confines that standard to qualifying tangible assets used in research and development (R&D) rather than to broader asset classes.

Topic background: Business, Risk & Finance →

The OBBBA made substantial improvements to cost recovery, but more opportunities remain for policymakers looking to improve the investment climate in the US.

Topic background: Business, Risk & Finance →

High inflation and interest rates are eating away at the foundations of the Russian economy and sapping its growth. By hitting its most important sectors, and its essential source of foreign hard cash, new US legislation would pile enormous pressure on the Kremlin just when it is urgently needed.

Topic background: Business, Risk & Finance →

The greatest danger posed by AI is not the technology itself, but the race to deploy it before we know how to control it. The recent Hugging Face breach shows how seemingly minor human errors can be amplified by AI, underscoring the risks of treating safety as an afterthought.

Topic background: Business, Risk & Finance →

Most of the world seems to misunderstand why global capital is not financing the developing world’s climate transition. The real problem lies in the structure of price formation, which policymakers can best address by focusing on three key priorities.

Topic background: Business, Risk & Finance →

Saba Capital reveals how statutory interpretation shapes investor power and fund accountability. The post Legislative History and Implied Causes of Action in Retreat first appeared on The Regulatory Review.

Topic background: Business, Risk & Finance →

Lawmakers at various levels of government seek decisionmaking authority over whether and where data centers are built. The post Jockeying for Control of AI Data Centers first appeared on The Regulatory Review.

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Structural change is needed before tech regulation can truly serve the public interest. The post Why Is Tech Regulation So Hard? first appeared on The Regulatory Review.

Topic background: Business, Risk & Finance →

Responding to Mark Lemley and Jacob Noti-Victor, Shishene Jing argues that licensing deals struck by incumbent artificial intelligence firms with content owners will not disadvantage smaller AI rivals. Even if such deals establish a legal precedent requiring licenses, content owners have little incentive to actually sue small, cash-poor AI startups, making the precedent toothless in practice. Read

Topic background: Business, Risk & Finance →

The global economy is in the early stages of a second China shock as the Chinese economy moves up the manufacturing value chain to produce advanced technology for export. China’s advantage lies in government subsidies and an artificially suppressed exchange rate. If advanced economies in the West are to avoid the repetition of job loss and continued trade deficits witnessed over the last two decad

Topic background: Business, Risk & Finance →

In new research, Patrick Crawford and Vincent Geloso find that areas in Lower Canada with more newspaper competition were more likely to rebel in Quebec’s 1837 Rebellion. Irrespective of political leaning, newspapers in more competitive markets helped citizens to share grievances and coordinate their actions. Read it at ProMarket >>

Topic background: Business, Risk & Finance →

The federal government is pursuing two policies that are on a collision course. On one track, it is accelerating the development and commercialization of quantum computing. In June 2026, President Trump issued an executive order establishing a whole-of-government effort to “accelerate deployment and commercialization of quantum computing, sensing, and networking.” A companion order directed federa

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On July 22, Senate Republicans released updated text of the Digital Asset Market Clarity Act (the CLARITY Act), combining the work of the Senate Banking and Agriculture Committees into a 616-page package. Most commentary and debate has focused on the ethics and decentralized-finance provisions, as well as the bill’s effort to close the GENIUS Act… Read More: Why Title I of the CLARITY Act Will Pro

Topic background: Business, Risk & Finance →

Both Washington and Silicon Valley are in the midst of a collective freak-out over China’s recent advancements in artificial intelligence. The latest round of consternation was triggered this month when a little-known Chinese AI startup called Moonshot released a new large language model called Kimi K3. The conventional wisdom had been that the leading AI […]

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New Yorkers will soon enjoy a 30 percent discount on their meat, seafood, milk, and bread — so long as they shop at a city-owned store. Mayor Zohran Mamdani touted such bargains this week at a press conference detailing his plans to launch five public grocery stores, in a bid to lower New Yorkers’ food […]

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Maybe it was never a great idea to build so many golf courses in the desert. But in the 1990s, when Tiger Woods mania was at its peak, Las Vegas went on a fairway construction spree, dotting the city with dozens of pristine, water-gobbling green oases, most woven around upscale master-planned suburbs.  One of those […]

Topic background: Business, Risk & Finance →

OECD countries experienced declining native population growth and rising net immigration over 1990-2024. We compile a new dataset of net immigration rates to OECD countries from all origins and show that most of the increase came from non-OECD countries and was predominantly high-skilled. Push factors, network effects, and policy indices explain little of the large […] The post Immigration a

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[Annualized] 14% GDP growth in the first half of 2026 The post Taiwan fact of the day appeared first on Marginal REVOLUTION.

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We study the demand for safety and liquidity in the crypto ecosystem. We do so under a framework in which a representative investor allocates liquidity across stablecoin deposits in lending pools and traditional safe assets (e.g., MMF shares). Our model delivers three main predictions: (i) the stablecoin deposit premium co-moves with the Treasury premium when […] The post How does the market

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PearlWizAI founder Dev Sahoo shares how tech investors in the lower middle market can gain a competitive edge through more rigorous diligence The post Priced Out of Rigor: Closing the Technology Diligence Gap in the Lower Middle Market appeared first on ACG Insights (Formerly Middle Market Growth).

Topic background: Business, Risk & Finance →

Chris Hendrix of TPG Twin Brook debunks myths about why there may be more inherent risk in the lower middle market The post Resilience and Discipline in the Lower Middle Market appeared first on ACG Insights (Formerly Middle Market Growth).