Morning News: March 31, 2021

China’s Covid Rebound Edges It Closer to Overtaking U.S. Economy

A Billion Dollars for Every Chip-Maker Who ‘Makes in India’

Clearing the Suez Canal Took Days. Figuring Out the Costs May Take Years.

Why the World’s Container Ships Grew So Big

America’s Imports Are Stuck on Ships Floating Just Off Los Angeles

Biden Plans $2.25 Trillion Spending Offset by Corporate Tax Hike

How to Fix SPACs: Keep Their Backers Locked In Longer

Deliveroo Heads to I.P.O. as Challenges Pile Up

Billionaire’s Real Estate Empire Risks Unraveling From the Pandemic

Brevan Howard Runs $50 Billion Unit Like BlackRock’s Aladdin

Volkswagen of America Said Its Name Was Changing. Now It Admits It Was Just a Disaster of an April Fool’s Stunt

Howard Lindzon: Active Investing – The Beginning Of The Beginning and A Bear Market Is In The Eye Of The Bagholder

Joshua Brown: The Spending Surge & Sorry my family office crashed the Nasdaq.

Cullen Roche: Let’s Talk Some More About Assflation

Michael Batnick: Yield Shortage

Ben Carlson: Can the Stock Market Crash During an Economic Boom?

Nick Maggiulli: If You Play With FIRE, Don’t Get Burned

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Posted by on March 31st, 2021 at 7:06 am


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