Tuesday, July 8, 2025

News and Ideas Worth Sharing

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CONNECTIONS: We shouldn’t be surprised that we still have to fight for democracy — even after 249 years

I don’t know how we arrived at a place where we thought everyone would support democracy because it was an intellectually superior form of government. All of human history contradicts that notion.

CAPITAL IDEAS: Cuts like a knife

Some Fed officials want another cut this year, and others could be convinced to do so if the economic data weakens. The Fed has continued to repeat the line that any decision made — cut, stay or hike — will be “data dependent.”

CAPITAL IDEAS: Mortgage madness

Where the economy might go from here is another conversation, but we do know that defaults on existing debt are relatively tame, meaning that consumers are not yet feeling overwhelmed.

CAPITAL IDEAS: GPS for ‘the GE’: Marco Polo?

Dalton -- Growing up in the Berkshires, I could tell if a certain generation lived in the area at a certain time period by...

CAPITAL IDEAS: Markets feeling good

The bad news is that when everyone is bullish, it’s often a bad time to be invested because, often times, that means all of the potential good news has already been expected and priced into the market.
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