#Sectors

The economy surged at a 6.4% rate in the first quarter. Consumers drove those gains supported by a ramp up in vaccinations, supplements to unemployment insurance and two rounds of
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2020 has been a great yr for many individual investors in innovative & growth Co's. Congratulations!cc:@saxena_puru @richard_chu97 @BrianFeroldi @FromValue @TMFJMo @7Innovator @BluegrassCap10 Tips with compliments, caution & eve
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Something that I learned during the Obama years is that fighting the FED is a sucker's bet. The Obama economy was crappy. They called it a jobless recovery. It wasn't
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Construction output in 2020 Q2 was 35.0% lower than in Q1 & 36.4% lower than a year ago. Output also declined 1.7% in Q1 so consecutive quarterly declines & construction
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What does the future hold for Nigeria's entertainment sector especially post pandemic?It's 11 days until key actors and stakeholders across different sectors of the industry gather for @neclivYou can also
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It's worth looking at @AmartyaLahiri's IE article in more detail. By focusing on **per capita** GDP growth rates, he is able to completely recast the India Growth Story narrative...I've added
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Your morning reminder that mass death and unemployment are policy choices. They’re not inevitabilities. Congress could pass massive economic stimulus that keeps people working and solvent. States could choose to
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Pakistani authorities should take urgent steps to mitigate the economic impact of COVID-19 on its most vulnerable workers, garment and textile workers, domestic workers,home-based workers, and other workers in low-income
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A very short thread on some interesting stuff around population growth that I think is worth talking / thinking aboutI read the article below recently and...it's great. It's a pitch-perfect,
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This paper by Guerrieri et al is impressively fast work, similar in spirit to what I've been thinking but going much further while also crossing the eyes and dotting the
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It’s fair to say that, after almost 40 years practicing, leading, consulting, training, and lecturing in #procurement, it no longer carries the interest for me it once had. I’ve been
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Super interesting new article on impact-based forecasting in West Africa! https://www.frontiersin.org/articles/10.3389/fclim.2020.565500/full https://twitter.com/ACDI_UCT/status/1318927131632689153 First, I'm excited to see the demand f
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The growing insistence in conservative media on on "reopen the economy now" is really revealing. Some quick thoughts:https://twitter.com/TomiLahren/status/1248666012632915968 So much of what emotionally animates their movement is opposition
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The working class needs fundamentally different organizational forms than our class enemies. The destruction of capital and its sources of social power, as well as the reconstruction of a new
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never forget Tobin-Q: 1.783 "Companies in sectors with low capital spending requirements tend to outperform those with greater spending needs" page 35 "The sectors we look to invest in
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There are a lot of people that are falling through the cracks of the wage subsidy / CERB - I told @curryb that it's because these programs have 'sharp edges'
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