Jonathan Levin

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Florida's Booming Housing Market Has A Moral Hazard Problem

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Efforts to expand the role of the state-backed insurer of last resort will encourage ill-advised investments by homeowners.

The New Economic Normal Isn't Anything We'll Recognize

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CEOs and policymakers keep talking about the “normalization” of the post-pandemic economy, but what would that look like?

U.S. Stocks Go High When Strategists Go Low

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Some of the S&P 500's best returns have come in years when soothsayers least expected them.

Maybe It's Better If U.S. Bonds Were Boring Again

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The heightened concerns that rocked Treasury securities now seem like a hallucination.

Taylor Swift Brings Jay Powell Some Christmas Cheer

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The surprising buoyancy in recreation services earlier this year wasn't post-pandemic nihilistic spending at all. And now it's past.

The Charlie Munger Principles To Invest And Live By

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The iconic investor left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.

Cathie Wood And Walmart Aren't Speaking The Same Deflation Language

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Deflation is normal in the goods sector, not some bogeyman to be feared.

S&P 500's Hot Winning Streak Is Rather Cold

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The index's eight-day winning streak obscured an utterly uninspiring performance.

Bonds as Diversifiers Aren't Dead--Just Dormant

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Stock-bond correlations are positive again, making many observers question conventional investing wisdom.

Marks Or Ackman? Who You Gonna Trust?

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The Oaktree Capital co-founder warns about the implications of higher borrowing costs over the long run.

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