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The Leyendecker View: September 10, 2021


You know what the happiest animal on earth is? It’s a goldfish. You know why?
Got a ten-second memory. Be a goldfish.
- Coach Lasso in Ted Lasso (video)


THE ECONOMIC VIEW

Stay in your lane
Should the Fed be focused on economic inequality?
 
Dems consider new tax schemes
Where to find the trillions needed for more stimulus.

NYC office spaces face double trouble
Are banks’ $2.5T in office loans going to be a problem?
 
THE INFLATION BOGEYMAN
 
Aluminum prices hit 10-year high
Because of a coup, not money printing.
 
Big effort to decarbonize ocean shipping
Will it lead to higher prices?
 
US ports likely log jammed far into 2022
Adding pressure to future prices?
 
Electronics bits and pieces factory shuts down
Humpty Dumpty tough to get back together.
 
THE LABOR VIEW
 
“Tattleware” is on the rise
Bosses want to know what you’re doing at home.
 
One in three are gig workers
They probably don’t have benefits.
 
WFH limbo
Will make it even harder to get people back to the office.
 
MEANWHILE IN EUROPE
 
Germany not happy with Russian cyberattacks
But they’re happy with Russian gas.
 
Vaccine passports are real in England
Will they slow down the spread? 
 
Scottish independence
Could actually happen.
As Scots try out a four-day workweek
 
GLOBAL
 
Russia clamping down on free speech
Activists try to resist the Kremlin’s tightening grip.
 
Mexico revamps social welfare program
But still has a long way to go.
 
Australia is in a recession
Canary in the coal mine for the US?
 
THE FINANCE WORLD
 
The PE secret to success
Expert sailors navigating crashing waves.
 
Wall Street having an M&A bonanza
In addition to an IPO flood
Big bonuses should be coming this year.
 
Why Rivian’s IPO is worth watching
Are “renewable” companies the next meme market?
 
Why we need fewer VCs
Only 3% make big bucks.
 
THE CRYPTO MEME
 
Facebook still planning its own crypto
Are companies becoming countries?
 
Crypto raises alarm with regulators
Will it go mainstream too quickly?
It’s the “Wild West,” suggests SEC Chief
 
Bitcoin uses more electricity than many countries
What should we think about this?
 
CORONANEWS
 
Are you one of the “superhumans?
With immunity to Covid and its variants.
 
Five things to know about Delta
From Yale Medicine.
 
Back-to-school plans in disarray
Shouldn’t we have expected this?
 
When will the pandemic end?
McKinsey attempts an answer.
 
TECHNOLOGY
 
Is YouTube creating Tourette’s syndrome?
Or is something more mysterious going on?
 
Facebook is the AOL of 2021
Will it also be soon forgotten?
 
Robot farming
Will it be utopia or a nightmare?
 
THE NEXT NORMAL
 
Wallets are over
Your phone is your everything now.
 
The neuroscience of news overload
Invest in therapy clinics!
 
Has Covid ended the neoliberal era?
Market-driven global systems might now retreat.
 
Number of kids homeschooled doubled
Since the pandemic began.
 
THE WAR ON CARBON
 
High natural gas prices strain Europe’s economy
Imagine when all vehicles run on electricity.
 
Carbon removal technology
Reaches a new milestone.
 
Electrification may not cut carbon emissions
Unless more innovation shows up.
 
THE CHINA SYNDROME
 
China has a big real estate problem
Will it cascade into the broader economy?
 
Next Japan PM likely a China hawk
Time to increase defense spending.
 
George Soros not a China fan
Ray Dalio begs to differ
Who will end up with egg on their face?
 
MAKING A BETTER YOU
 
Train your brain to be resilient
It’ll help you stay sane amid uncertainty.
 
How to wait well
You can do better than fuming.
 
Get better at work
By not multitasking.
 
HOW ABOUT A BREAK
 
The best music for falling asleep
Zzzzzz…
 
Whole mouth toothbrushes
Innovation is happening everywhere.
 
The 10 greatest guitar solos of all time
Man oh man oh man!
 
VIDEOS OF THE WEEK
 
Here comes the Matrix 4
Time to blow our minds again.
 
Bubble
What do tropical fish think of you?
 
How we see the sun today
It changed dramatically with the 1944 Tokyo bomb raid.
 
FROM THE HEADHUNTER’S KITCHEN
 
Best basil recipes
Some yummies here!
 
The food wars
What should we really be eating?
 
Are you a big bourbon fan?
Then you may need to go to one of these.
 
THOUGHTS FROM DOUG
 
I wonder if this pandemic will lead to an explosion of PTSD.
 
Could the current Delta wave help get us to herd immunity faster?
 
In the pursuit of maximum productivity and maximum profit, do we lose the heart and soul of craft and effort? Is the absolute best baguette made by a machine?
 
Why are we on this relentless push to eliminate human work?
 
If the world needs to wean itself off fossil fuels, would it be most climate friendly to let the Middle East and Russia keep growing production? Or would it be better to let the more environmentally conscious US producers do so?
 
The Boy Who Cried Wolf just popped into my mind. “The recovery is here! Oh...maybe not. The recovery is here! Oh...maybe not.” If we start hearing about “recovery” one more time and then get another setback, it will not be good for consumer or business confidence or the economy. We need to stop over promising and under delivering.
 
IN CASE YOU MISSED IT
 
The Leyendecker View: Banking Could Go Away
September 3, 2021
 
The Leyendecker View: Why Bitcoin is Doomed
August 27, 2021
 
 
 

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