The End of the Internet
The old Internet, where anyone could host a server is over, but it's just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.
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Survey on the Access to Finance of Enterprises: lending conditions tightened
Building DACCS the right way
Direct Air Carbon Capture and Storage (DACCS), the technology to remove CO2 from the air and store it underground, is a controversial technology, mostly because it is unclear if it ever works at reasonable cost and scale.
Frank Elderson: Taking action for nature – investing in economic resilience and prosperity
What If This is the Worst Time to Retire?
I talked to Christine Benz about the many challenges involved in retirement planning. The post What If This is the Worst Time to Retire? appeared first on A Wealth of Common Sense. ...
Thousands signed up for Econvitals! But some tried & failed. If you're one: 1. Try again, an overactive anti-bot filter was rejecting some, it's been fixed 2. Type correctly. (e.g., the Ian…
Thousands signed up for Econvitals! But some tried & failed. If you're one: 1. Try again, an overactive anti-bot filter was rejecting some, it's been fixed 2. Type correctly. (e.g., the Ian McFarland.orgp & gmaol.com who tried) 3. Check spam for confirmation https://econvitals.org/subscribe/
The internet breaks
A way to summarize and aggregate the latest data flow. Two dimensions: (1) How is the data relative to what happened in the past? How is it compared to what was expected the day before release? (2)…
A way to summarize and aggregate the latest data flow. Two dimensions: (1) How is the data relative to what happened in the past? How is it compared to what was expected the day before release? (2) Activity and inflation.
A college student reacts to some of what is written by Econvitals.
I asked Claude how much it would have taken to develop Econvitals pre-coding agents. It's answer: a team of about 50 people working for three years with a budget of $20 million. Is this correct or…
I asked Claude how much it would have taken to develop Econvitals pre-coding agents. It's answer: a team of about 50 people working for three years with a budget of $20 million. Is this correct or too high? I'm not sure. https://econvitals.org/about/before-ai/
Bullish
Piero Cipollone: Interview with Milano Finanza
Trump's approval rating on economy hits all-time low as midterm looms: CNBC survey
Eight out of 10 Americans now rate the economy as fair or poor, one of several findings in a CNBC poll that show why Republican candidates face uphill battles.
Bullish
A PRICE DROP EVERY DAY THIS WEEK?! We're keeping the price drops coming, and this time it's Hydrocortisone 10mg (Generic for Cortef) 💊 30 capsules 📉 Was: $8.30 🎉 Now: $7.11 That's a 14% price…
A PRICE DROP EVERY DAY THIS WEEK?! We're keeping the price drops coming, and this time it's Hydrocortisone 10mg (Generic for Cortef) www.costplusdrugs.com/medications/... 💊 30 capsules 📉 Was: $8.30 🎉 Now: $7.11 That's a 14% price drop!!
Bearish
2026.43: A New Era
The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything.
Capital Wars
CoreWeave and the Economics of a Data Center Build
SEC Announces Fiscal Year 2027 Examination Priorities
The Securities and Exchange Commission today announced the Division of Examinations’ Fiscal Year 2027 examination priorities. The annual report identifies key areas of focus as the Division carries out its mission to promote compliance, prevent fraud,…
Bearish
My deep dive on the "A.I.-driven" Alpha School, revealing their internal learning and enrollment data for the first time, just as the network expands into public education. There is a big gap…
My deep dive on the "A.I.-driven" Alpha School, revealing their internal learning and enrollment data for the first time, just as the network expands into public education. There is a big gap between the marketing and reality. www.nytimes.com/2026/10/23/u...
Bullish
The Indian workers filming their work to train AI
Indian workers are being paid to film themselves at work and the footage is used to train AI.
ECB Consumer Expectations Survey results
The civil service may save us all
I am not a fan of civil servants, but in the current political climate, they may end up as our saving grace.
Musings on Markets — Aswath Damodaran·From Eyeballs to Annual Run Rates (ARR): Buzzy Pricing Metrics and the Anthropic Trade!
I was in San Francisco last week to talk to NYU Stern Alumni on October 15, and it was the day that Anthropic had a pre-IPO meeting with prospective investors. While I was not at the meeting, the focus of teh gathering was laying a foundation for its upcoming IPO, with the company reporting third-quarter revenue of $16.8 billion, which news reports described as surging 45% over the previous…
Another day, another price drop! 👀 We're keeping the momentum going with a 18% PRICE DROP on Ampicillin 500mg (generic for Principen)! ➡️ 💊 30 capsules 💰 New price: $16.84
Another day, another price drop! 👀 We're keeping the momentum going with a 18% PRICE DROP on Ampicillin 500mg (generic for Principen)! ➡️ www.costplusdrugs.com/medications/... 💊 30 capsules 💰 New price: $16.84
Bearish
was just reading this piece by @aleximas.bsky.social and @soumitrashukla.bsky.social which seems like a nice complement to yours:
Like all econ reporters, I've spent the past couple years trying to understand what A.I. will mean for the economy and workers. It's been hard to reach any firm conclusions, because so much is…
Like all econ reporters, I've spent the past couple years trying to understand what A.I. will mean for the economy and workers. It's been hard to reach any firm conclusions, because so much is uncertain: how technology will evolve, how quickly it will be adopted, how policymakers will respond.
Jobless claims near the lowest since the 1960s as low-fire trend continues
Initial filings for unemployment insurance slipped to a seasonally adjusted 194,000.
President Trump says the economy is great. Americans, overwhelmingly, disagree. With early voting underway in the midterms, what does the data show? My answer, in three formats: Story: Podcast: Video:
President Trump says the economy is great. Americans, overwhelmingly, disagree. With early voting underway in the midterms, what does the data show? My answer, in three formats: Story: www.nytimes.com/2026/10/18/b... Podcast: www.nytimes.com/2026/10/21/p... Video: www.nytimes.com/video/busine...
The A.I. boom needs chips, steel, electrical power and ... paint. So much paint. That's good news for PPG, the company that makes it. Great story from @emmymrtin.bsky.social on how the A.I. buildout…
The A.I. boom needs chips, steel, electrical power and ... paint. So much paint. That's good news for PPG, the company that makes it. Great story from @emmymrtin.bsky.social on how the A.I. buildout is affecting even the unlikeliest corners of the economy. 🎁🔗: www.nytimes.com/2026/10/22/t...
France and the limits of liberalism
Immigration, the welfare state, and Keynesian economics are all showing signs of strain.
Europe’s fragmentation impacts research
The grads ditching the UK for a fresh start abroad
With graduate jobs hard to come by, more young adults are reported to be considering emigrating.